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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 16-1450952 | Recordkeeping | $150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,880 | $66,310-71.5% | $93,606-79.8% | $65,185-71.0% |
| Participation rate | 70.7% | 74.0%-3.3pp | 75.8%-5.2pp | 70.2%+0.5pp |
| Annual return | 18.51% | 42.58%-24.1pp | 32.76%-14.2pp | 29.38%-10.9pp |
| Employer contribution / active EE | $279 | $2,012-86.1% | $2,718-89.7% | $2,177-87.2% |
| Participant deferral / active EE | $1,623 | $3,342-51.4% | $4,069-60.1% | $3,514-53.8% |
| Admin fee / account holder | $45 | $6,897-99.3% | $7,888-99.4% | $847-94.7% |