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 9-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 | $65,090 |
Service code 99 · EIN 33-0818667 | Other Fees | $15,742 |
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 | $129,381 | $88,890+45.6% | $102,423+26.3% | $77,643+66.6% |
| Participation rate | 74.3% | 80.9%-6.6pp | 76.5%-2.2pp | 70.6%+3.7pp |
| Annual return | 13.99% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,599 | $2,698-3.6% | $3,023-14.0% | $2,726-4.6% |
| Participant deferral / active EE | $5,667 | $5,145+10.1% | $5,053+12.1% | $4,647+21.9% |
| Admin fee / account holder | $197 | $235-16.2% | $9,451-97.9% | $430-54.1% |