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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.
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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 61-6209147 | Recordkeeping | $35,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $6,529 | $45,000-85.5% | $143,757-95.5% | $77,904-91.6% |
| Participation rate | 60.8% | 66.8%-6.0pp | 80.3%-19.5pp | 73.7%-12.9pp |
| Annual return | -18.11% | 29.03%-47.1pp | -0.04%-18.1pp | 12.21%-30.3pp |
| Employer contribution / active EE | $923 | $1,870-50.6% | $4,951-81.4% | $2,848-67.6% |
| Participant deferral / active EE | $1,114 | $3,157-64.7% | $5,637-80.2% | $4,806-76.8% |
| Admin fee / account holder | $25 | $98-74.4% | $14,673-99.8% | $133-81.0% |