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 | $1,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,910 | $69,159-17.7% | $125,175-54.5% | $67,579-15.8% |
| Participation rate | 47.9% | 78.2%-30.3pp | 79.8%-31.9pp | 71.3%-23.4pp |
| Annual return | 19.95% | 27.12%-7.2pp | 43.79%-23.8pp | 378.56%-358.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,865-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,127 | $3,700-42.5% | $4,937-56.9% | $3,539-39.9% |
| Admin fee / account holder | $321 | $142+126.5% | $9,702-96.7% | $142+125.7% |