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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 | $24,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $80,269 | $62,624+28.2% | $177,989-54.9% | $77,643+3.4% |
| Participation rate | 47.8% | 66.8%-19.0pp | 77.1%-29.3pp | 70.6%-22.8pp |
| Annual return | 12.27% | 16.16%-3.9pp | 294.48%-282.2pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,700 | $1,909-10.9% | $3,949-56.9% | $2,726-37.6% |
| Participant deferral / active EE | $3,467 | $4,219-17.8% | $6,276-44.8% | $4,647-25.4% |
| Admin fee / account holder | $142 | $386-63.3% | $10,363-98.6% | $430-67.1% |