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 15 · EIN 73-1577418 | Recordkeeping | $12,348 |
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 | $64,382 | $78,422-17.9% | $95,952-32.9% | $79,858-19.4% |
| Participation rate | 81.4% | 73.5%+8.0pp | 77.1%+4.4pp | 69.6%+11.8pp |
| Annual return | 12.85% | 19.37%-6.5pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,417 | $1,945-27.1% | $2,541-44.2% | $2,471-42.6% |
| Participant deferral / active EE | $4,356 | $3,440+26.6% | $4,167+4.5% | $3,740+16.5% |
| Admin fee / account holder | $123 | $5,622-97.8% | $6,795-98.2% | $5,306-97.7% |