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 | $33,290 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $6,376 |
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 | $47,468 | $82,978-42.8% | $129,995-63.5% | $71,457-33.6% |
| Participation rate | 88.4% | 74.1%+14.3pp | 78.5%+9.9pp | 67.9%+20.5pp |
| Annual return | 20.28% | 20.60%-0.3pp | -137.18%+157.5pp | 28.85%-8.6pp |
| Employer contribution / active EE | $1,413 | $2,622-46.1% | $4,320-67.3% | $2,588-45.4% |
| Participant deferral / active EE | $5,364 | $4,432+21.0% | $5,820-7.8% | $4,289+25.1% |
| Admin fee / account holder | $19 | $1,729-98.9% | $10,614-99.8% | $1,587-98.8% |