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 | $632 |
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 | $102,694 | $50,464+103.5% | $75,781+35.5% | $52,331+96.2% |
| Participation rate | 79.5% | 66.8%+12.7pp | 75.8%+3.6pp | 68.1%+11.4pp |
| Annual return | -2.04% | 1.03%-3.1pp | 9.68%-11.7pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,601 | $1,988-19.5% | $3,323-51.8% | $1,882-14.9% |
| Participant deferral / active EE | $4,957 | $2,570+92.9% | $3,651+35.8% | $3,022+64.0% |
| Admin fee / account holder | $33 | $1,103-97.0% | $5,299-99.4% | $592-94.4% |