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 5-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 19 · EIN 51-0396365 | Securities Custodian | $252,243 |
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 | $52,883 | $50,127+5.5% | $149,673-64.7% | $80,160-34.0% |
| Participation rate | 52.4% | 64.3%-11.9pp | 78.8%-26.3pp | 72.9%-20.5pp |
| Annual return | 17.92% | 29.82%-11.9pp | 134.42%-116.5pp | 40.38%-22.5pp |
| Employer contribution / active EE | $694 | $1,865-62.8% | $4,818-85.6% | $2,978-76.7% |
| Participant deferral / active EE | $2,953 | $3,194-7.5% | $5,680-48.0% | $5,017-41.2% |
| Admin fee / account holder | $113 | $153-25.9% | $13,210-99.1% | $145-22.0% |