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 8-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 13-3689044 | Recordkeeping | $47,088 |
CONSIDINE & CONSIDINE3 years Service code 10 · EIN 95-2694444 | Accounting | $15,500 |
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 | $44,509 | $81,625-45.5% | $167,512-73.4% | $74,304-40.1% |
| Participation rate | 82.0% | 60.0%+22.0pp | 77.1%+5.0pp | 60.3%+21.7pp |
| Annual return | 15.06% | 26.09%-11.0pp | 1615.79%-1600.7pp | 29.43%-14.4pp |
| Employer contribution / active EE | $976 | $2,010-51.5% | $3,882-74.9% | $2,241-56.5% |
| Participant deferral / active EE | $3,874 | $4,115-5.9% | $6,405-39.5% | $3,767+2.8% |
| Admin fee / account holder | $300 | $3,474-91.4% | $9,769-96.9% | $2,969-89.9% |