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 26 · EIN 71-0294708 | Advisory (Participants) | $25,874 |
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 | $36,039 | $65,561-45.0% | $86,188-58.2% | $75,163-52.1% |
| Participation rate | 97.4% | 60.5%+36.9pp | 69.0%+28.4pp | 67.2%+30.2pp |
| Annual return | 14.48% | 46.05%-31.6pp | 1168.45%-1154.0pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,497 | $3,024+48.7% | $3,985+12.8% | $4,125+9.0% |
| Admin fee / account holder | $169 | $5,474-96.9% | $6,852-97.5% | $5,651-97.0% |