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 64 · EIN 71-0294708 | Recordkeeping Fees | $75,662 |
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 | $14,968 | $50,815-70.5% | $155,509-90.4% | $77,643-80.7% |
| Participation rate | 88.7% | 63.1%+25.6pp | 78.2%+10.5pp | 70.6%+18.2pp |
| Annual return | 12.31% | 34.80%-22.5pp | 64.67%-52.4pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,966 | $1,993-1.4% | $4,672-57.9% | $2,726-27.9% |
| Participant deferral / active EE | $1,496 | $2,822-47.0% | $5,626-73.4% | $4,647-67.8% |
| Admin fee / account holder | $128 | $437-70.8% | $15,912-99.2% | $430-70.4% |