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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.
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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 34-1722481 | Recordkeeping | $458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,581 | $61,214-40.2% | $83,333-56.1% | $56,287-35.0% |
| Participation rate | 67.9% | 72.6%-4.7pp | 77.8%-9.9pp | 69.9%-2.0pp |
| Annual return | -1.42% | 0.42%-1.8pp | 10.63%-12.1pp | -9.96%+8.5pp |
| Employer contribution / active EE | $122 | $1,925-93.6% | $3,379-96.4% | $2,111-94.2% |
| Participant deferral / active EE | $3,239 | $5,091-36.4% | $5,565-41.8% | $3,350-3.3% |
| Admin fee / account holder | $78 | $512-84.8% | $7,510-99.0% | $521-85.1% |