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 |
|---|---|---|
PURSHE KAPLAN STERLING INV3 years Service code 55 · EIN 13-3749682 | Other Commissions | $86,230 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,338 |
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 | $189,675 | $101,317+87.2% | $146,958+29.1% | $74,495+154.6% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+14.0pp | 67.2%+28.9pp |
| Annual return | 17.21% | 8730.91%-8713.7pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $7,679 | $3,810+101.5% | $4,933+55.7% | $2,623+192.8% |
| Participant deferral / active EE | $14,336 | $7,303+96.3% | $8,070+77.6% | $4,346+229.9% |
| Admin fee / account holder | $10 | $1,739-99.4% | $12,998-99.9% | $1,942-99.5% |