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 48-1205033 | Recordkeeping | $13,975 |
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 | $28,403 | $91,190-68.9% | $178,490-84.1% | $79,858-64.4% |
| Participation rate | 86.0% | 69.2%+16.8pp | 81.9%+4.1pp | 69.6%+16.4pp |
| Annual return | 21.70% | 24.19%-2.5pp | 151.07%-129.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,348 | $3,256-58.6% | $5,011-73.1% | $2,471-45.4% |
| Participant deferral / active EE | $1,271 | $3,236-60.7% | $5,202-75.6% | $3,740-66.0% |
| Admin fee / account holder | $152 | $6,751-97.7% | $13,984-98.9% | $5,306-97.1% |