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 |
|---|---|---|
SMITH & HOWARD, PC2+ years Service code 15 · EIN 58-1250486 | Recordkeeping | $11,000 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,564 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $40,300 | $107,378-62.5% | $108,579-62.9% | $57,658-30.1% |
| Participation rate | 89.5% | 77.1%+12.4pp | 79.6%+10.0pp | 70.2%+19.3pp |
| Annual return | 10.35% | 12.80%-2.4pp | -51.70%+62.0pp | 5.13%+5.2pp |
| Employer contribution / active EE | $1,967 | $1,782+10.4% | $3,758-47.7% | $1,974-0.4% |
| Participant deferral / active EE | $2,388 | $3,221-25.9% | $4,311-44.6% | $3,061-22.0% |
| Admin fee / account holder | $43 | $108-60.4% | $7,645-99.4% | $95-54.6% |