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 | $3,677 |
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 | $15,954 | $46,423-65.6% | $75,886-79.0% | $67,579-76.4% |
| Participation rate | 81.1% | 63.1%+18.1pp | 69.3%+11.8pp | 71.3%+9.9pp |
| Annual return | 23.50% | 32.29%-8.8pp | 30.76%-7.3pp | 378.56%-355.1pp |
| Employer contribution / active EE | $271 | $1,406-80.7% | $2,500-89.2% | $2,148-87.4% |
| Participant deferral / active EE | $2,524 | $2,564-1.6% | $3,603-30.0% | $3,539-28.7% |
| Admin fee / account holder | $23 | $132-82.7% | $5,418-99.6% | $142-83.9% |