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 | $3,200 |
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 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 | $62,133 | $40,174+54.7% | $84,015-26.0% | $67,579-8.1% |
| Participation rate | 52.3% | 62.7%-10.4pp | 69.0%-16.7pp | 71.3%-19.0pp |
| Annual return | 22.42% | 25.82%-3.4pp | 71.31%-48.9pp | 378.56%-356.1pp |
| Employer contribution / active EE | $438 | $808-45.7% | $1,983-77.9% | $2,148-79.6% |
| Participant deferral / active EE | $2,575 | $2,301+11.9% | $3,239-20.5% | $3,539-27.3% |
| Admin fee / account holder | $13 | $128-89.7% | $6,101-99.8% | $142-90.7% |