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 | $52,777 |
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 | $218,728 | $88,515+147.1% | $162,163+34.9% | $67,579+223.7% |
| Participation rate | 98.5% | 86.8%+11.7pp | 87.6%+11.0pp | 71.3%+27.2pp |
| Annual return | 24.15% | 27.04%-2.9pp | 115.59%-91.4pp | 378.56%-354.4pp |
| Employer contribution / active EE | $8,784 | $3,563+146.5% | $5,614+56.5% | $2,148+309.0% |
| Participant deferral / active EE | $9,213 | $5,724+61.0% | $7,298+26.2% | $3,539+160.3% |
| Admin fee / account holder | $154 | $124+24.6% | $10,843-98.6% | $142+8.3% |