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 | $24,243 |
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 | $62,146 | $66,310-6.3% | $93,606-33.6% | $65,185-4.7% |
| Participation rate | 98.1% | 74.0%+24.1pp | 75.8%+22.3pp | 70.2%+27.9pp |
| Annual return | 21.37% | 42.58%-21.2pp | 32.76%-11.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $385 | $2,012-80.9% | $2,718-85.8% | $2,177-82.3% |
| Participant deferral / active EE | $2,308 | $3,342-30.9% | $4,069-43.3% | $3,514-34.3% |
| Admin fee / account holder | $46 | $6,897-99.3% | $7,888-99.4% | $847-94.6% |