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 5-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 64 · EIN 71-0294708 | Recordkeeping Fees | $750 |
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 | $151,273 | $102,317+47.8% | $146,958+2.9% | $80,856+87.1% |
| Participation rate | 85.1% | 75.8%+9.3pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 13.27% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $867 | $3,713-76.6% | $4,933-82.4% | $2,755-68.5% |
| Participant deferral / active EE | $7,461 | $6,644+12.3% | $8,070-7.5% | $4,296+73.7% |
| Admin fee / account holder | $7 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |