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 01-0233346 | Recordkeeping | $20 |
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 | $14,657 | $55,453-73.6% | $170,442-91.4% | $62,292-76.5% |
| Participation rate | 60.0% | 66.4%-6.4pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 15.61% | 21.38%-5.8pp | 205.93%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $741 | $2,164-65.8% | $5,433-86.4% | $2,042-63.7% |
| Participant deferral / active EE | $2,226 | $2,303-3.3% | $4,939-54.9% | $3,169-29.8% |
| Admin fee / account holder | $102 | $455-77.6% | $13,880-99.3% | $479-78.7% |