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 | $168 |
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 | $33,863 | $46,360-27.0% | $147,614-77.1% | $52,331-35.3% |
| Participation rate | 80.4% | 64.9%+15.5pp | 84.6%-4.2pp | 68.1%+12.3pp |
| Annual return | -0.65% | 1.62%-2.3pp | 61.98%-62.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,358 | $2,126-36.1% | $5,564-75.6% | $1,882-27.8% |
| Participant deferral / active EE | $4,339 | $2,258+92.2% | $4,895-11.4% | $3,022+43.6% |
| Admin fee / account holder | $142 | $766-81.5% | $11,611-98.8% | $592-76.0% |