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 64 · EIN 04-2647786 | Recordkeeping Fees | $1,574 |
Employer contribution per participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,566 | $42,772-58.9% | $87,507-79.9% | $55,167-68.2% |
| Participation rate | 80.2% | 66.5%+13.7pp | 73.8%+6.3pp | 69.0%+11.2pp |
| Annual return | 7.30% | 21.20%-13.9pp | 12.21%-4.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $81 | $1,277-93.7% | $2,550-96.8% | $1,963-95.9% |
| Participant deferral / active EE | $1,087 | $2,342-53.6% | $3,149-65.5% | $3,054-64.4% |
| Admin fee / account holder | $14 | $461-96.9% | $4,221-99.7% | $504-97.1% |