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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 |
|---|---|---|
JSC ADVISORS6+ years Service code 27 · EIN 26-3162577 | Advisory (Plan) | $24,140 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,617 |
Annual investment return 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 | $45,187 | $43,133+4.8% | $89,391-49.5% | $73,488-38.5% |
| Participation rate | 80.1% | 55.0%+25.2pp | 68.0%+12.1pp | 70.7%+9.4pp |
| Annual return | 12.51% | 135.66%-123.2pp | 245.62%-233.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,359 | $1,438-5.5% | $2,586-47.4% | $2,270-40.1% |
| Participant deferral / active EE | $3,217 | $2,445+31.6% | $3,890-17.3% | $3,740-14.0% |
| Admin fee / account holder | $225 | $444-49.3% | $4,881-95.4% | $513-56.1% |