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 35-0145825 | Recordkeeping | $8,412 |
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 | $20,118 | $52,953-62.0% | $172,739-88.4% | $65,185-69.1% |
| Participation rate | 87.3% | 66.2%+21.1pp | 82.6%+4.6pp | 70.2%+17.1pp |
| Annual return | 18.94% | 30.12%-11.2pp | 802.84%-783.9pp | 29.38%-10.4pp |
| Employer contribution / active EE | $808 | $2,190-63.1% | $5,143-84.3% | $2,177-62.9% |
| Participant deferral / active EE | $827 | $2,471-66.5% | $5,198-84.1% | $3,514-76.5% |
| Admin fee / account holder | $23 | $472-95.0% | $13,954-99.8% | $847-97.2% |