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 7-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 | $55,406 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,444 | $40,592-66.9% | $86,188-84.4% | $103,482-87.0% |
| Participation rate | 53.3% | 58.1%-4.9pp | 69.0%-15.7pp | 73.3%-20.0pp |
| Annual return | 17.39% | 18.32%-0.9pp | 1168.45%-1151.1pp | 33.11%-15.7pp |
| Employer contribution / active EE | $684 | $974-29.7% | $2,380-71.2% | $3,208-78.7% |
| Participant deferral / active EE | $1,287 | $2,072-37.9% | $3,985-67.7% | $5,207-75.3% |
| Admin fee / account holder | $88 | $85+4.2% | $6,852-98.7% | $114-22.7% |