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 16 · EIN 43-1451524 | Consulting | $15,750 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,576 | $78,419+58.9% | $133,956-7.0% | $73,409+69.7% |
| Participation rate | 96.5% | 78.6%+17.9pp | 79.8%+16.6pp | 72.2%+24.3pp |
| Annual return | 23.01% | 33.35%-10.3pp | 45.09%-22.1pp | 59.29%-36.3pp |
| Employer contribution / active EE | $3,762 | $2,044+84.1% | $3,919-4.0% | $2,234+68.4% |
| Participant deferral / active EE | $8,094 | $3,925+106.2% | $5,048+60.4% | $3,805+112.7% |
| Admin fee / account holder | $15 | $161-91.0% | $8,927-99.8% | $158-90.8% |