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 13-3689044 | Recordkeeping | $57,113 |
ATA, PC1 year Filed as: ATA PC Service code 10 · EIN 93-4967814 | Accounting | $11,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $32,166 | $87,870-63.4% | $113,168-71.6% | $74,304-56.7% |
| Participation rate | 89.3% | 70.7%+18.6pp | 76.6%+12.8pp | 60.3%+29.0pp |
| Annual return | 15.04% | 26.44%-11.4pp | 24.27%-9.2pp | 29.43%-14.4pp |
| Employer contribution / active EE | $3,162 | $2,277+38.9% | $2,975+6.3% | $2,241+41.1% |
| Participant deferral / active EE | $2,609 | $4,241-38.5% | $5,107-48.9% | $3,767-30.8% |
| Admin fee / account holder | $173 | $3,368-94.9% | $12,068-98.6% | $2,969-94.2% |