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 | $23,780 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,971 | $42,546-57.8% | $71,796-75.0% | $55,167-67.4% |
| Participation rate | 80.7% | 59.1%+21.6pp | 69.1%+11.6pp | 69.0%+11.7pp |
| Annual return | 6.69% | 12.36%-5.7pp | 78.04%-71.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $263 | $803-67.3% | $1,924-86.3% | $1,963-86.6% |
| Participant deferral / active EE | $1,408 | $2,064-31.8% | $2,794-49.6% | $3,054-53.9% |
| Admin fee / account holder | $200 | $650-69.2% | $4,815-95.8% | $504-60.3% |