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 39-6040267 | Recordkeeping Fees | $3,845 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,388 | $42,548+34.9% | $74,550-23.0% | $56,287+2.0% |
| Participation rate | 61.8% | 60.5%+1.3pp | 69.1%-7.4pp | 69.9%-8.1pp |
| Annual return | -5.22% | 12.40%-17.6pp | 32.53%-37.8pp | -9.96%+4.7pp |
| Employer contribution / active EE | $447 | $855-47.7% | $1,961-77.2% | $2,111-78.8% |
| Participant deferral / active EE | $3,196 | $2,277+40.4% | $3,108+2.8% | $3,350-4.6% |
| Admin fee / account holder | $53 | $467-88.6% | $5,060-98.9% | $521-89.8% |