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 7-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 26 · EIN 32-0781448 | Advisory (Participants) | $11,926 |
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 | $61,978 | $96,484-35.8% | $156,263-60.3% | $74,304-16.6% |
| Participation rate | 97.8% | 67.7%+30.2pp | 78.9%+18.9pp | 60.3%+37.5pp |
| Annual return | 22.53% | 17.73%+4.8pp | 59.47%-36.9pp | 29.43%-6.9pp |
| Employer contribution / active EE | $5,255 | $2,528+107.8% | $4,333+21.3% | $2,241+134.5% |
| Participant deferral / active EE | $9,506 | $4,286+121.8% | $6,158+54.4% | $3,767+152.3% |
| Admin fee / account holder | $72 | $3,728-98.1% | $14,255-99.5% | $2,969-97.6% |