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 61-1758632 | Advisory (Plan) | $40,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,990 |
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 | $96,540 | $91,407+5.6% | $135,903-29.0% | $71,457+35.1% |
| Participation rate | 90.4% | 75.7%+14.7pp | 81.9%+8.5pp | 67.9%+22.4pp |
| Annual return | 18.73% | 29.90%-11.2pp | 68.23%-49.5pp | 28.85%-10.1pp |
| Employer contribution / active EE | $2,108 | $3,703-43.1% | $4,856-56.6% | $2,588-18.5% |
| Participant deferral / active EE | $9,539 | $7,092+34.5% | $7,758+23.0% | $4,289+122.4% |
| Admin fee / account holder | $278 | $1,266-78.0% | $10,762-97.4% | $1,587-82.5% |