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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,025 |
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 | $50,744 | $64,909-21.8% | $82,313-38.4% | $62,292-18.5% |
| Participation rate | 96.3% | 74.9%+21.4pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 15.10% | 21.18%-6.1pp | 25.88%-10.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $564 | $1,676-66.3% | $2,428-76.8% | $2,042-72.4% |
| Participant deferral / active EE | $3,494 | $3,103+12.6% | $3,706-5.7% | $3,169+10.3% |
| Admin fee / account holder | $10 | $440-97.8% | $5,608-99.8% | $479-98.0% |