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 6-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 16 · EIN 43-1451524 | Consulting | $33,003 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,147 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,936 | $76,050+306.2% | $96,544+220.0% | $71,457+332.3% |
| Participation rate | 96.3% | 74.4%+21.8pp | 76.0%+20.3pp | 67.9%+28.3pp |
| Annual return | 24.14% | 22.81%+1.3pp | 25.84%-1.7pp | 28.85%-4.7pp |
| Employer contribution / active EE | $6,117 | $2,244+172.6% | $2,965+106.3% | $2,588+136.4% |
| Participant deferral / active EE | $16,416 | $4,215+289.4% | $4,851+238.4% | $4,289+282.8% |
| Admin fee / account holder | $81 | $2,707-97.0% | $8,252-99.0% | $1,587-94.9% |