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 | $19,460 |
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 | $77,370 | $56,638+36.6% | $169,368-54.3% | $74,419+4.0% |
| Participation rate | 46.5% | 67.5%-21.0pp | 77.1%-30.7pp | 70.7%-24.2pp |
| Annual return | 17.83% | 24.75%-6.9pp | 405.60%-387.8pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,628 | $2,027-19.7% | $4,013-59.4% | $2,637-38.3% |
| Participant deferral / active EE | $3,606 | $4,223-14.6% | $6,221-42.0% | $4,528-20.4% |
| Admin fee / account holder | $129 | $307-58.0% | $9,003-98.6% | $348-63.0% |