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 26 · EIN 71-0294708 | Advisory (Participants) | $18,741 |
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 | $67,195 | $73,638-8.7% | $95,952-30.0% | $73,488-8.6% |
| Participation rate | 62.8% | 76.2%-13.3pp | 77.1%-14.2pp | 70.7%-7.8pp |
| Annual return | 13.04% | 16.78%-3.7pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $555 | $1,863-70.2% | $2,541-78.2% | $2,270-75.6% |
| Participant deferral / active EE | $3,381 | $3,617-6.5% | $4,167-18.9% | $3,740-9.6% |
| Admin fee / account holder | $188 | $482-61.1% | $6,795-97.2% | $513-63.4% |