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 64 · EIN 71-0294708 | Recordkeeping Fees | $43,846 |
CARNEGIE INVESTMENT COUNSEL3 years Service code 99 · EIN 26-4766975 | Other Fees | $20,867 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,789 | $58,879-73.2% | $178,490-91.2% | $73,488-78.5% |
| Participation rate | 91.0% | 66.2%+24.8pp | 81.9%+9.1pp | 70.7%+20.3pp |
| Annual return | 15.01% | 24.86%-9.9pp | 151.07%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $582 | $2,236-74.0% | $5,011-88.4% | $2,270-74.4% |
| Participant deferral / active EE | $2,109 | $2,567-17.9% | $5,202-59.5% | $3,740-43.6% |
| Admin fee / account holder | $137 | $400-65.8% | $13,984-99.0% | $513-73.3% |