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 35-0145825 | Recordkeeping | $14,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,841 | $61,156-46.3% | $185,823-82.3% | $79,386-58.6% |
| Participation rate | 49.6% | 66.6%-17.0pp | 81.7%-32.1pp | 70.7%-21.1pp |
| Annual return | 14.61% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $429 | $2,321-81.5% | $5,167-91.7% | $2,427-82.3% |
| Participant deferral / active EE | $1,455 | $2,789-47.8% | $5,568-73.9% | $4,046-64.0% |
| Admin fee / account holder | $40 | $710-94.4% | $16,237-99.8% | $626-93.6% |