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 | $22,315 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,521 | $51,197-48.2% | $82,719-67.9% | $66,914-60.4% |
| Participation rate | 56.9% | 67.8%-10.9pp | 72.6%-15.6pp | 69.8%-12.9pp |
| Annual return | -16.08% | -9.64%-6.4pp | 701.18%-717.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $731 | $2,611-72.0% | $3,009-75.7% | $2,544-71.3% |
| Participant deferral / active EE | $1,691 | $3,458-51.1% | $4,395-61.5% | $4,237-60.1% |
| Admin fee / account holder | $282 | $416-32.1% | $5,329-94.7% | $593-52.4% |