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 52 · EIN 04-1590850 | Indirect Investment Fees | $46,688 |
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 | $27,823 | $57,096-51.3% | $94,224-70.5% | $55,191-49.6% |
| Participation rate | 42.4% | 75.7%-33.3pp | 78.8%-36.4pp | 69.2%-26.8pp |
| Annual return | -0.06% | 159.65%-159.7pp | 10.68%-10.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $679 | $1,708-60.3% | $3,587-81.1% | $1,899-64.3% |
| Participant deferral / active EE | $1,918 | $3,165-39.4% | $4,320-55.6% | $3,046-37.0% |
| Admin fee / account holder | $158 | $89+77.4% | $6,269-97.5% | $91+74.3% |