See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 74-3200466 | Advisory (Plan) | $177,246 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,405 | $59,054-28.2% | $97,226-56.4% | $77,643-45.4% |
| Participation rate | 97.7% | 67.9%+29.8pp | 72.7%+25.0pp | 70.6%+27.1pp |
| Annual return | 17.55% | 16.96%+0.6pp | 75.13%-57.6pp | 31.24%-13.7pp |
| Employer contribution / active EE | $2,978 | $1,742+71.0% | $2,729+9.1% | $2,726+9.3% |
| Participant deferral / active EE | $978 | $3,930-75.1% | $4,264-77.1% | $4,647-79.0% |
| Admin fee / account holder | $299 | $346-13.7% | $5,654-94.7% | $430-30.6% |