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 10-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 20-8903071 | Advisory (Plan) | $81,957 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $73,217 |
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 | $41,837 | $86,897-51.9% | $151,611-72.4% | $64,808-35.4% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.5%+10.6pp | 71.5%+26.6pp |
| Annual return | -12.46% | -3.57%-8.9pp | 3.33%-15.8pp | 32.82%-45.3pp |
| Employer contribution / active EE | $2,007 | $4,010-49.9% | $6,166-67.4% | $2,506-19.9% |
| Participant deferral / active EE | $8,434 | $6,690+26.1% | $8,363+0.8% | $4,310+95.7% |
| Admin fee / account holder | $268 | $153+75.5% | $11,616-97.7% | $188+43.0% |