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 8-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 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $7,017 |
Annual investment return 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 | $61,948 | $65,561-5.5% | $91,541-32.3% | $74,304-16.6% |
| Participation rate | 97.6% | 56.6%+41.0pp | 69.8%+27.8pp | 60.3%+37.3pp |
| Annual return | 10.61% | 17.68%-7.1pp | 20.50%-9.9pp | 29.43%-18.8pp |
| Employer contribution / active EE | $809 | $1,717-52.9% | $2,505-67.7% | $2,241-63.9% |
| Participant deferral / active EE | $2,701 | $2,918-7.4% | $4,008-32.6% | $3,767-28.3% |
| Admin fee / account holder | $64 | $3,333-98.1% | $6,956-99.1% | $2,969-97.8% |