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 | $9,401 |
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 | $59,546 | $46,292+28.6% | $143,757-58.6% | $64,808-8.1% |
| Participation rate | 65.7% | 64.2%+1.4pp | 80.3%-14.6pp | 71.5%-5.8pp |
| Annual return | -13.09% | -10.05%-3.0pp | -0.04%-13.1pp | 32.82%-45.9pp |
| Employer contribution / active EE | $2,070 | $1,910+8.4% | $4,951-58.2% | $2,506-17.4% |
| Participant deferral / active EE | $4,212 | $2,646+59.2% | $5,637-25.3% | $4,310-2.3% |
| Admin fee / account holder | $49 | $154-68.1% | $14,673-99.7% | $188-73.9% |