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 01-0233346 | Recordkeeping | $1,438 |
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 | $21,690 | $50,175-56.8% | $99,443-78.2% | $65,185-66.7% |
| Participation rate | 81.9% | 68.4%+13.5pp | 73.8%+8.1pp | 70.2%+11.7pp |
| Annual return | 50.24% | 25.36%+24.9pp | 30.72%+19.5pp | 29.38%+20.9pp |
| Employer contribution / active EE | $806 | $1,496-46.2% | $2,540-68.3% | $2,177-63.0% |
| Participant deferral / active EE | $4,433 | $2,748+61.3% | $3,619+22.5% | $3,514+26.2% |
| Admin fee / account holder | $14 | $398-96.4% | $6,250-99.8% | $847-98.3% |