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 | $425 |
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 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 | $20,872 | $52,293-60.1% | $178,490-88.3% | $73,409-71.6% |
| Participation rate | 50.3% | 65.3%-15.1pp | 81.9%-31.7pp | 72.2%-21.9pp |
| Annual return | 20.58% | 34.75%-14.2pp | 151.07%-130.5pp | 59.29%-38.7pp |
| Employer contribution / active EE | $751 | $1,735-56.8% | $5,011-85.0% | $2,234-66.4% |
| Participant deferral / active EE | $2,132 | $2,332-8.6% | $5,202-59.0% | $3,805-44.0% |
| Admin fee / account holder | $163 | $127+28.2% | $13,984-98.8% | $158+3.4% |