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 26 · EIN 32-0781448 | Advisory (Participants) | $15,194 |
Employer contribution per participant 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 | $39,014 | $42,886-9.0% | $88,946-56.1% | $85,563-54.4% |
| Participation rate | 86.4% | 37.9%+48.5pp | 68.8%+17.6pp | 66.0%+20.5pp |
| Annual return | 56.40% | 44.56%+11.8pp | 57.82%-1.4pp | 31.51%+24.9pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $13,559 | $2,108+543.2% | $4,581+196.0% | $4,375+209.9% |
| Admin fee / account holder | $26 | $2,263-98.9% | $8,261-99.7% | $834-96.9% |