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 |
|---|---|---|
GLASS JACOBSON INV. ADVISORS LLC1 year Service code 99 · EIN 52-2226056 | Other Fees | $0 |
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 | $44,593 | $76,552-41.7% | $123,892-64.0% | $62,891-29.1% |
| Participation rate | 92.0% | 73.0%+19.0pp | 81.4%+10.5pp | 69.3%+22.6pp |
| Annual return | 19.39% | 18.68%+0.7pp | 47.52%-28.1pp | 20.14%-0.8pp |
| Employer contribution / active EE | $2,552 | $2,883-11.5% | $4,617-44.7% | $2,281+11.9% |
| Participant deferral / active EE | $8,415 | $4,840+73.9% | $5,984+40.6% | $3,203+162.7% |
| Admin fee / account holder | $181 | $4,826-96.3% | $8,357-97.8% | $4,296-95.8% |