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 01-0233346 | Recordkeeping | $2,096 |
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 | $27,073 | $66,601-59.3% | $92,893-70.9% | $67,579-59.9% |
| Participation rate | 79.6% | 72.5%+7.1pp | 76.0%+3.6pp | 71.3%+8.3pp |
| Annual return | 20.17% | 92.58%-72.4pp | 109.41%-89.2pp | 378.56%-358.4pp |
| Employer contribution / active EE | $904 | $2,775-67.4% | $3,653-75.2% | $2,148-57.9% |
| Participant deferral / active EE | $2,556 | $3,157-19.0% | $4,236-39.7% | $3,539-27.8% |
| Admin fee / account holder | $253 | $199+27.3% | $5,794-95.6% | $142+77.9% |