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 35-0145825 | Recordkeeping | $6,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $4,017 | $34,492-88.4% | $80,004-95.0% | $55,191-92.7% |
| Participation rate | 50.7% | 62.9%-12.2pp | 73.0%-22.3pp | 69.2%-18.5pp |
| Annual return | -0.64% | 3.50%-4.1pp | 7.63%-8.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $380 | $1,043-63.6% | $2,473-84.6% | $1,899-80.0% |
| Participant deferral / active EE | $658 | $2,104-68.7% | $3,204-79.5% | $3,046-78.4% |
| Admin fee / account holder | $8 | $69-88.6% | $5,033-99.8% | $91-91.3% |