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 48-1205033 | Recordkeeping | $14,010 |
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 | $24,486 | $66,124-63.0% | $90,404-72.9% | $73,488-66.7% |
| Participation rate | 49.6% | 69.7%-20.1pp | 72.7%-23.1pp | 70.7%-21.1pp |
| Annual return | 14.78% | 17.65%-2.9pp | 1293.02%-1278.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $661 | $2,346-71.8% | $3,262-79.7% | $2,270-70.9% |
| Participant deferral / active EE | $1,648 | $3,039-45.8% | $3,963-58.4% | $3,740-55.9% |
| Admin fee / account holder | $208 | $396-47.5% | $5,611-96.3% | $513-59.5% |