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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.
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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 04-2647786 | Recordkeeping | $3,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $88,936 | $79,171+12.3% | $102,423-13.2% | $74,495+19.4% |
| Participation rate | 69.6% | 74.8%-5.2pp | 76.5%-6.9pp | 67.2%+2.4pp |
| Annual return | 24.86% | 54.93%-30.1pp | 29.32%-4.5pp | 1364.94%-1340.1pp |
| Employer contribution / active EE | $263 | $2,362-88.9% | $3,023-91.3% | $2,623-90.0% |
| Participant deferral / active EE | $2,388 | $4,415-45.9% | $5,053-52.7% | $4,346-45.1% |
| Admin fee / account holder | $39 | $2,001-98.0% | $9,451-99.6% | $1,942-98.0% |