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 04-2647786 | Recordkeeping Fees | $7,283 |
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 | $212,659 | $59,623+256.7% | $95,585+122.5% | $85,563+148.5% |
| Participation rate | 54.3% | 57.2%-3.0pp | 72.1%-17.8pp | 66.0%-11.7pp |
| Annual return | 20.90% | 18.22%+2.7pp | 38.56%-17.7pp | 31.51%-10.6pp |
| Employer contribution / active EE | $733 | $1,669-56.1% | $2,527-71.0% | $2,654-72.4% |
| Participant deferral / active EE | $2,688 | $3,357-20.0% | $4,023-33.2% | $4,375-38.6% |
| Admin fee / account holder | $47 | $650-92.8% | $6,127-99.2% | $834-94.4% |