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 99 · EIN 47-1411118 | Other Fees | $25,018 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $6,158 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,320 | $86,655-44.2% | $119,609-59.6% | $66,914-27.8% |
| Participation rate | 89.8% | 75.6%+14.3pp | 79.3%+10.6pp | 69.8%+20.0pp |
| Annual return | -18.15% | -8.00%-10.2pp | -14.97%-3.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,678 | $2,536-33.8% | $4,232-60.3% | $2,544-34.0% |
| Participant deferral / active EE | $6,919 | $4,358+58.8% | $5,602+23.5% | $4,237+63.3% |
| Admin fee / account holder | $24 | $755-96.8% | $10,323-99.8% | $593-96.0% |