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 |
|---|---|---|
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $15,800 |
DEFINITI LLC2 years Filed as: DEFINITI Service code 70 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Consulting Fees | $4,705 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $700 |
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 | $187,055 | $78,485+138.3% | $106,213+76.1% | $74,495+151.1% |
| Participation rate | 86.6% | 72.8%+13.8pp | 75.3%+11.3pp | 67.2%+19.4pp |
| Annual return | 13.13% | 15.95%-2.8pp | 116.14%-103.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,949 | $2,523+16.9% | $3,171-7.0% | $2,623+12.4% |
| Participant deferral / active EE | $9,631 | $4,322+122.8% | $5,016+92.0% | $4,346+121.6% |
| Admin fee / account holder | $162 | $2,232-92.7% | $11,033-98.5% | $1,942-91.6% |