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 48-1205033 | Recordkeeping | $15,154 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,122 | $72,277-77.7% | $101,248-84.1% | $79,858-79.8% |
| Participation rate | 71.1% | 68.5%+2.6pp | 75.8%-4.7pp | 69.6%+1.5pp |
| Annual return | 12.21% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,727 | $2,692-35.8% | $3,660-52.8% | $2,471-30.1% |
| Participant deferral / active EE | $3,592 | $3,282+9.5% | $4,370-17.8% | $3,740-4.0% |
| Admin fee / account holder | $137 | $4,400-96.9% | $5,945-97.7% | $5,306-97.4% |