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 15 · EIN 01-0233346 | Recordkeeping | $2,318 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,344 | $65,041-36.4% | $90,951-54.5% | $79,858-48.2% |
| Participation rate | 93.8% | 61.6%+32.2pp | 69.0%+24.8pp | 69.6%+24.2pp |
| Annual return | 15.50% | 30.45%-15.0pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,564 | $1,247+25.4% | $2,122-26.3% | $2,471-36.7% |
| Participant deferral / active EE | $3,524 | $2,512+40.3% | $3,373+4.5% | $3,740-5.8% |
| Admin fee / account holder | $397 | $4,536-91.2% | $5,959-93.3% | $5,306-92.5% |