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 35-0145825 | Recordkeeping | $2,656 |
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 | $23,951 | $46,732-48.7% | $156,549-84.7% | $55,167-56.6% |
| Participation rate | 66.9% | 65.8%+1.1pp | 84.0%-17.1pp | 69.0%-2.1pp |
| Annual return | 5.64% | 17.72%-12.1pp | 32.23%-26.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $501 | $2,105-76.2% | $5,501-90.9% | $1,963-74.5% |
| Participant deferral / active EE | $2,031 | $2,204-7.9% | $4,871-58.3% | $3,054-33.5% |
| Admin fee / account holder | $17 | $418-96.0% | $13,027-99.9% | $504-96.7% |