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 | $26,134 |
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 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 | $23,233 | $46,173-49.7% | $170,442-86.4% | $69,631-66.6% |
| Participation rate | 60.7% | 63.9%-3.2pp | 83.6%-22.9pp | 70.7%-10.0pp |
| Annual return | 16.55% | 21.62%-5.1pp | 205.93%-189.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $459 | $1,610-71.5% | $5,433-91.5% | $2,032-77.4% |
| Participant deferral / active EE | $1,277 | $2,080-38.6% | $4,939-74.2% | $3,224-60.4% |
| Admin fee / account holder | $6 | $116-95.2% | $13,880-100.0% | $110-95.0% |