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 64 · EIN 71-0294708 | Recordkeeping Fees | $13,150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,145 | $55,416-85.3% | $75,972-89.3% | $77,643-89.5% |
| Participation rate | 90.8% | 63.6%+27.3pp | 69.1%+21.8pp | 70.6%+20.3pp |
| Annual return | 11.65% | 17.07%-5.4pp | 359.55%-347.9pp | 31.24%-19.6pp |
| Employer contribution / active EE | $438 | $1,788-75.5% | $2,685-83.7% | $2,726-83.9% |
| Participant deferral / active EE | $2,239 | $3,447-35.0% | $4,255-47.4% | $4,647-51.8% |
| Admin fee / account holder | $22 | $414-94.8% | $6,467-99.7% | $430-95.0% |