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 | $1,548 |
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 | $39,996 | $60,165-33.5% | $74,183-46.1% | $55,167-27.5% |
| Participation rate | 83.0% | 74.2%+8.8pp | 76.6%+6.4pp | 69.0%+14.0pp |
| Annual return | 5.84% | 10.00%-4.2pp | 17.74%-11.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,079 | $1,600-32.5% | $2,370-54.5% | $1,963-45.0% |
| Participant deferral / active EE | $2,655 | $2,973-10.7% | $3,550-25.2% | $3,054-13.1% |
| Admin fee / account holder | $45 | $419-89.4% | $5,586-99.2% | $504-91.2% |