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 4-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 26-0058143 | Advisory (Plan) | $21,944 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,773 |
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 | $91,199 | $76,670+19.0% | $96,683-5.7% | $71,457+27.6% |
| Participation rate | 98.0% | 66.6%+31.4pp | 74.3%+23.7pp | 67.9%+30.1pp |
| Annual return | 20.96% | 48.29%-27.3pp | 35.69%-14.7pp | 28.85%-7.9pp |
| Employer contribution / active EE | $2,333 | $3,031-23.0% | $3,737-37.6% | $2,588-9.8% |
| Participant deferral / active EE | $8,079 | $3,771+114.2% | $4,878+65.6% | $4,289+88.4% |
| Admin fee / account holder | $164 | $2,028-91.9% | $6,730-97.6% | $1,587-89.7% |