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 | $4,198 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,786 | $91,517-56.5% | $101,248-60.7% | $73,409-45.8% |
| Participation rate | 81.4% | 73.8%+7.6pp | 75.8%+5.5pp | 72.2%+9.2pp |
| Annual return | 16.79% | 17.17%-0.4pp | 46.47%-29.7pp | 59.29%-42.5pp |
| Employer contribution / active EE | $1,356 | $2,877-52.9% | $3,660-63.0% | $2,234-39.3% |
| Participant deferral / active EE | $2,872 | $3,338-14.0% | $4,370-34.3% | $3,805-24.5% |
| Admin fee / account holder | $320 | $216+48.2% | $5,945-94.6% | $158+102.6% |