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 61-6209147 | Recordkeeping | $92,205 |
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 | $13,160 | $57,610-77.2% | $154,803-91.5% | $102,872-87.2% |
| Participation rate | 76.4% | 59.5%+17.0pp | 78.1%-1.6pp | 73.0%+3.4pp |
| Annual return | 14.82% | 30.49%-15.7pp | 58.88%-44.1pp | 19.06%-4.2pp |
| Employer contribution / active EE | $1,080 | $1,883-42.6% | $4,305-74.9% | $3,526-69.4% |
| Participant deferral / active EE | $1,546 | $2,914-47.0% | $5,540-72.1% | $5,535-72.1% |
| Admin fee / account holder | $52 | $368-86.0% | $14,329-99.6% | $292-82.4% |