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 | $34,177 |
Service code 27 · EIN 82-0560956 | Advisory (Plan) | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,235 | $117,025-27.2% | $91,541-6.9% | $85,563-0.4% |
| Participation rate | 35.0% | 64.2%-29.2pp | 69.8%-34.8pp | 66.0%-31.0pp |
| Annual return | 17.49% | 18.02%-0.5pp | 20.50%-3.0pp | 31.51%-14.0pp |
| Employer contribution / active EE | $980 | $2,120-53.8% | $2,505-60.9% | $2,654-63.1% |
| Participant deferral / active EE | $2,094 | $3,446-39.2% | $4,008-47.8% | $4,375-52.1% |
| Admin fee / account holder | $207 | $1,242-83.4% | $6,956-97.0% | $834-75.2% |