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 8-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 73-1577418 | Recordkeeping | $25,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,411 | $56,485-39.1% | $185,823-81.5% | $86,799-60.4% |
| Participation rate | 34.0% | 65.5%-31.5pp | 81.7%-47.7pp | 72.3%-38.3pp |
| Annual return | 16.23% | 118.04%-101.8pp | 122.05%-105.8pp | 97.91%-81.7pp |
| Employer contribution / active EE | $291 | $1,843-84.2% | $5,167-94.4% | $2,405-87.9% |
| Participant deferral / active EE | $1,030 | $2,553-59.6% | $5,568-81.5% | $4,131-75.1% |
| Admin fee / account holder | $174 | $150+16.6% | $16,237-98.9% | $170+2.9% |