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 |
|---|---|---|
MARA CITRIN CPA1+ years Service code 99 · EIN 27-0716572 | Other Fees | $5,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,100 | $75,183+54.4% | $123,892-6.3% | $55,167+110.5% |
| Participation rate | 65.5% | 72.8%-7.3pp | 81.4%-15.9pp | 69.0%-3.5pp |
| Annual return | 6.82% | 19.01%-12.2pp | 47.52%-40.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $265 | $2,823-90.6% | $4,617-94.3% | $1,963-86.5% |
| Participant deferral / active EE | $3,724 | $5,084-26.8% | $5,984-37.8% | $3,054+21.9% |
| Admin fee / account holder | $14 | $663-97.9% | $8,357-99.8% | $504-97.2% |