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 35-0145825 | Recordkeeping | $55,070 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,245 |
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 | $62,952 | $60,545+4.0% | $92,233-31.7% | $69,631-9.6% |
| Participation rate | 73.7% | 72.2%+1.6pp | 76.5%-2.8pp | 70.7%+3.0pp |
| Annual return | 20.15% | 19.71%+0.4pp | 176.28%-156.1pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $945 | $2,633-64.1% | $3,679-74.3% | $2,032-53.5% |
| Participant deferral / active EE | $4,832 | $2,828+70.9% | $3,897+24.0% | $3,224+49.9% |
| Admin fee / account holder | $17 | $145-88.4% | $5,194-99.7% | $110-84.8% |