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 52 · EIN 04-1590850 | Indirect Investment Fees | $2,855 |
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 | $77,470 | $54,320+42.6% | $67,652+14.5% | $52,331+48.0% |
| Participation rate | 83.8% | 73.6%+10.2pp | 75.7%+8.1pp | 68.1%+15.6pp |
| Annual return | -0.88% | 6.81%-7.7pp | 6625.04%-6625.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $852 | $1,544-44.8% | $2,266-62.4% | $1,882-54.7% |
| Participant deferral / active EE | $3,138 | $2,950+6.4% | $3,560-11.8% | $3,022+3.8% |
| Admin fee / account holder | $21 | $527-96.1% | $4,821-99.6% | $592-96.5% |