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 29 · EIN 34-6596918 | Legal | $12,000 |
PEASE & ASSOCIATES, LLC1 year Filed as: PEASE & ASSOCIATES, INC. Service code 10 · EIN 36-4267431 | Accounting | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,384 | $46,173+35.1% | $170,442-63.4% | $69,631-10.4% |
| Participation rate | 68.4% | 63.9%+4.5pp | 83.6%-15.2pp | 70.7%-2.2pp |
| Annual return | 23.47% | 21.62%+1.9pp | 205.93%-182.5pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $765 | $1,610-52.5% | $5,433-85.9% | $2,032-62.4% |
| Participant deferral / active EE | $2,680 | $2,080+28.8% | $4,939-45.7% | $3,224-16.9% |
| Admin fee / account holder | $111 | $116-4.6% | $13,880-99.2% | $110+0.2% |