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 35-0145825 | Recordkeeping | $17,500 |
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 | $40,634 | $38,365+5.9% | $84,611-52.0% | $65,185-37.7% |
| Participation rate | 47.2% | 55.7%-8.5pp | 68.2%-21.1pp | 70.2%-23.0pp |
| Annual return | 21.02% | 32.00%-11.0pp | 258.74%-237.7pp | 29.38%-8.4pp |
| Employer contribution / active EE | $536 | $1,258-57.4% | $2,652-79.8% | $2,177-75.4% |
| Participant deferral / active EE | $1,877 | $2,278-17.6% | $3,899-51.9% | $3,514-46.6% |
| Admin fee / account holder | $16 | $451-96.6% | $4,912-99.7% | $847-98.2% |