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 99 · EIN 04-2675571 | Other Fees | $14,777 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,802 | $63,299-18.2% | $91,001-43.1% | $62,292-16.8% |
| Participation rate | 98.5% | 73.3%+25.2pp | 75.6%+22.9pp | 69.5%+28.9pp |
| Annual return | 17.31% | 20.99%-3.7pp | 4.60%+12.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $375 | $1,807-79.3% | $2,456-84.7% | $2,042-81.7% |
| Participant deferral / active EE | $2,098 | $2,943-28.7% | $3,547-40.9% | $3,169-33.8% |
| Admin fee / account holder | $14 | $468-97.1% | $5,417-99.7% | $479-97.1% |