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 27 · EIN 43-1451524 | Advisory (Plan) | $40,000 |
Filed as: MMQ & ASSOCIATES, P.C. Service code 10 · EIN 23-2226550 | Accounting | $9,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$52,301 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,896 | $106,028-26.5% | $146,958-47.0% | $77,643+0.3% |
| Participation rate | 92.0% | 78.4%+13.6pp | 82.2%+9.9pp | 70.6%+21.4pp |
| Annual return | 14.26% | 56.73%-42.5pp | 418.34%-404.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,072 | $4,063-49.0% | $4,933-58.0% | $2,726-24.0% |
| Participant deferral / active EE | $6,826 | $7,990-14.6% | $8,070-15.4% | $4,647+46.9% |
| Admin fee / account holder | -$6 | $337-101.9% | $12,998-100.0% | $430-101.5% |