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 | $23,377 |
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 | $51,869 | $58,083-10.7% | $80,019-35.2% | $56,287-7.8% |
| Participation rate | 98.3% | 73.6%+24.7pp | 75.8%+22.5pp | 69.9%+28.5pp |
| Annual return | -6.04% | 34.61%-40.6pp | 11.22%-17.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $402 | $1,932-79.2% | $2,468-83.7% | $2,111-80.9% |
| Participant deferral / active EE | $2,289 | $3,135-27.0% | $3,686-37.9% | $3,350-31.7% |
| Admin fee / account holder | $52 | $623-91.7% | $6,521-99.2% | $521-90.0% |