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 | $16,676 |
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 | $62,854 | $59,159+6.2% | $159,960-60.7% | $66,914-6.1% |
| Participation rate | 46.3% | 68.1%-21.8pp | 78.0%-31.6pp | 69.8%-23.5pp |
| Annual return | -15.72% | -12.26%-3.5pp | 408.60%-424.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,753 | $1,983-11.6% | $4,226-58.5% | $2,544-31.1% |
| Participant deferral / active EE | $3,433 | $4,395-21.9% | $6,182-44.5% | $4,237-19.0% |
| Admin fee / account holder | $116 | $591-80.4% | $8,698-98.7% | $593-80.5% |