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 64 · EIN 71-0294708 | Recordkeeping Fees | $27,488 |
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 | $80,023 | $71,964+11.2% | $167,512-52.2% | $85,563-6.5% |
| Participation rate | 54.1% | 61.0%-6.9pp | 77.1%-23.0pp | 66.0%-11.9pp |
| Annual return | 16.38% | 18.83%-2.5pp | 1615.79%-1599.4pp | 31.51%-15.1pp |
| Employer contribution / active EE | $2,019 | $1,875+7.7% | $3,882-48.0% | $2,654-23.9% |
| Participant deferral / active EE | $3,689 | $4,110-10.2% | $6,405-42.4% | $4,375-15.7% |
| Admin fee / account holder | $131 | $815-83.9% | $9,769-98.7% | $834-84.3% |