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 | $34,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,165 | $65,435-24.9% | $86,677-43.3% | $66,914-26.5% |
| Participation rate | 57.1% | 75.5%-18.3pp | 76.6%-19.4pp | 69.8%-12.7pp |
| Annual return | -21.39% | -10.89%-10.5pp | 35.91%-57.3pp | 1.58%-23.0pp |
| Employer contribution / active EE | $1,013 | $2,153-53.0% | $2,836-64.3% | $2,544-60.2% |
| Participant deferral / active EE | $2,208 | $4,100-46.2% | $4,656-52.6% | $4,237-47.9% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |