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 |
|---|---|---|
CADARET GRANT & CO INC2+ years Service code 53 · EIN 22-2361254 | Insurance Commissions | $67,858 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $25,099 |
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 | $37,546 | $37,213+0.9% | $156,549-76.0% | $63,975-41.3% |
| Participation rate | 74.2% | 65.0%+9.2pp | 84.0%-9.8pp | 71.1%+3.1pp |
| Annual return | 6.52% | 47.89%-41.4pp | 32.23%-25.7pp | 48.65%-42.1pp |
| Employer contribution / active EE | $274 | $1,357-79.8% | $5,501-95.0% | $2,182-87.4% |
| Participant deferral / active EE | $1,596 | $2,070-22.9% | $4,871-67.2% | $3,356-52.4% |
| Admin fee / account holder | $24 | $56-57.0% | $13,027-99.8% | $70-65.6% |