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 16-1450952 | Recordkeeping | $9,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,656 | $50,982-16.3% | $154,803-72.4% | $85,563-50.1% |
| Participation rate | 32.0% | 59.8%-27.8pp | 78.1%-46.1pp | 66.0%-34.0pp |
| Annual return | 12.26% | 30.35%-18.1pp | 58.88%-46.6pp | 31.51%-19.2pp |
| Employer contribution / active EE | $909 | $1,708-46.8% | $4,305-78.9% | $2,654-65.7% |
| Participant deferral / active EE | $1,431 | $2,474-42.2% | $5,540-74.2% | $4,375-67.3% |
| Admin fee / account holder | $40 | $846-95.3% | $14,329-99.7% | $834-95.3% |