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 | $8,788 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,923 | $106,028+61.2% | $146,958+16.3% | $77,643+120.1% |
| Participation rate | 68.6% | 78.4%-9.7pp | 82.2%-13.5pp | 70.6%-1.9pp |
| Annual return | 14.27% | 56.73%-42.5pp | 418.34%-404.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,987 | $4,063-26.5% | $4,933-39.5% | $2,726+9.6% |
| Participant deferral / active EE | $8,690 | $7,990+8.8% | $8,070+7.7% | $4,647+87.0% |
| Admin fee / account holder | $457 | $337+35.5% | $12,998-96.5% | $430+6.2% |