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 | $1,935 |
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 | $53,829 | $62,928-14.5% | $172,739-68.8% | $67,579-20.3% |
| Participation rate | 70.9% | 64.5%+6.4pp | 82.6%-11.8pp | 71.3%-0.4pp |
| Annual return | 20.70% | 30.36%-9.7pp | 802.84%-782.1pp | 378.56%-357.9pp |
| Employer contribution / active EE | $919 | $1,636-43.9% | $5,143-82.1% | $2,148-57.2% |
| Participant deferral / active EE | $6,995 | $2,145+226.1% | $5,198+34.6% | $3,539+97.6% |
| Admin fee / account holder | -$15 | $167-108.9% | $13,954-100.1% | $142-110.5% |