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 27 · EIN 43-1451524 | Advisory (Plan) | $38,236 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,893 |
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 | $357,079 | $79,171+351.0% | $102,423+248.6% | $74,495+379.3% |
| Participation rate | 98.2% | 74.8%+23.4pp | 76.5%+21.8pp | 67.2%+31.0pp |
| Annual return | 18.23% | 54.93%-36.7pp | 29.32%-11.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $5,622 | $2,362+138.0% | $3,023+85.9% | $2,623+114.3% |
| Participant deferral / active EE | $15,811 | $4,415+258.1% | $5,053+212.9% | $4,346+263.8% |
| Admin fee / account holder | $32 | $2,001-98.4% | $9,451-99.7% | $1,942-98.4% |