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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.
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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 35-0145825 | Recordkeeping | $9,748 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,381 | $49,451-66.9% | $79,550-79.4% | $66,914-75.5% |
| Participation rate | 70.0% | 61.3%+8.7pp | 69.5%+0.5pp | 69.8%+0.2pp |
| Annual return | -18.55% | 84.25%-102.8pp | 0.16%-18.7pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,916 | $1,266+51.4% | $2,413-20.6% | $2,544-24.7% |
| Participant deferral / active EE | $4,949 | $3,159+56.7% | $3,985+24.2% | $4,237+16.8% |
| Admin fee / account holder | $12 | $595-98.0% | $6,832-99.8% | $593-98.0% |