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 | $10,350 |
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 | $33,635 | $46,173-27.2% | $170,442-80.3% | $69,631-51.7% |
| Participation rate | 83.8% | 63.9%+19.9pp | 83.6%+0.2pp | 70.7%+13.1pp |
| Annual return | 31.33% | 21.62%+9.7pp | 205.93%-174.6pp | 27571.02%-27539.7pp |
| Employer contribution / active EE | $2,809 | $1,610+74.5% | $5,433-48.3% | $2,032+38.2% |
| Participant deferral / active EE | $3,821 | $2,080+83.7% | $4,939-22.6% | $3,224+18.5% |
| Admin fee / account holder | $27 | $116-76.9% | $13,880-99.8% | $110-75.7% |