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 35-0145825 | Recordkeeping | $21,715 |
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.
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 | $24,667 | $36,916-33.2% | $156,549-84.2% | $57,658-57.2% |
| Participation rate | 29.8% | 63.4%-33.6pp | 84.0%-54.2pp | 70.2%-40.4pp |
| Annual return | 6.49% | 12.38%-5.9pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $195 | $1,571-87.6% | $5,501-96.5% | $1,974-90.1% |
| Participant deferral / active EE | $674 | $1,926-65.0% | $4,871-86.2% | $3,061-78.0% |
| Admin fee / account holder | $5 | $82-93.9% | $13,027-100.0% | $95-94.6% |