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 | $38,019 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $7,863 |
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 | $57,427 | $88,083-34.8% | $164,813-65.2% | $74,495-22.9% |
| Participation rate | 88.4% | 73.0%+15.4pp | 78.6%+9.8pp | 67.2%+21.2pp |
| Annual return | 16.98% | 17.26%-0.3pp | 69.93%-52.9pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,604 | $2,593-38.1% | $4,341-63.0% | $2,623-38.8% |
| Participant deferral / active EE | $6,344 | $4,498+41.0% | $6,031+5.2% | $4,346+46.0% |
| Admin fee / account holder | $46 | $2,234-97.9% | $12,690-99.6% | $1,942-97.6% |