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 | $24,473 |
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 | $68,533 | $65,061+5.3% | $143,757-52.3% | $66,914+2.4% |
| Participation rate | 54.9% | 65.2%-10.3pp | 80.3%-25.4pp | 69.8%-14.9pp |
| Annual return | -5.58% | -11.14%+5.6pp | -0.04%-5.5pp | 1.58%-7.2pp |
| Employer contribution / active EE | $1,437 | $2,361-39.1% | $4,951-71.0% | $2,544-43.5% |
| Participant deferral / active EE | $1,829 | $2,919-37.3% | $5,637-67.6% | $4,237-56.8% |
| Admin fee / account holder | $0 | $502-99.9% | $14,673-100.0% | $593-99.9% |