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 | $23,778 |
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 | $69,914 | $70,908-1.4% | $98,907-29.3% | $73,488-4.9% |
| Participation rate | 97.1% | 73.8%+23.3pp | 76.0%+21.1pp | 70.7%+26.4pp |
| Annual return | 15.86% | 34.17%-18.3pp | 196.43%-180.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $379 | $2,036-81.4% | $2,689-85.9% | $2,270-83.3% |
| Participant deferral / active EE | $2,421 | $3,500-30.8% | $4,244-43.0% | $3,740-35.3% |
| Admin fee / account holder | $54 | $535-89.9% | $6,642-99.2% | $513-89.5% |