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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 30-0219031 | Recordkeeping | $62,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $19,134 | $71,964-73.4% | $167,512-88.6% | $85,563-77.6% |
| Participation rate | 34.8% | 61.0%-26.1pp | 77.1%-42.2pp | 66.0%-31.1pp |
| Annual return | 17.18% | 18.83%-1.6pp | 1615.79%-1598.6pp | 31.51%-14.3pp |
| Employer contribution / active EE | $558 | $1,875-70.2% | $3,882-85.6% | $2,654-79.0% |
| Participant deferral / active EE | $1,027 | $4,110-75.0% | $6,405-84.0% | $4,375-76.5% |
| Admin fee / account holder | $155 | $815-80.9% | $9,769-98.4% | $834-81.4% |