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 15 · EIN 01-0233346 | Recordkeeping | $3,960 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,247 | $88,083+30.8% | $164,813-30.1% | $74,495+54.7% |
| Participation rate | 87.0% | 73.0%+13.9pp | 78.6%+8.4pp | 67.2%+19.8pp |
| Annual return | 10.77% | 17.26%-6.5pp | 69.93%-59.2pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $8,403 | $2,593+224.1% | $4,341+93.6% | $2,623+220.4% |
| Participant deferral / active EE | $6,016 | $4,498+33.8% | $6,031-0.3% | $4,346+38.4% |
| Admin fee / account holder | $258 | $2,234-88.4% | $12,690-98.0% | $1,942-86.7% |