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 | $68,014 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,706 | $50,815-69.1% | $155,509-89.9% | $77,643-79.8% |
| Participation rate | 80.5% | 63.1%+17.4pp | 78.2%+2.3pp | 70.6%+9.9pp |
| Annual return | 12.79% | 34.80%-22.0pp | 64.67%-51.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $832 | $1,993-58.2% | $4,672-82.2% | $2,726-69.5% |
| Participant deferral / active EE | $1,816 | $2,822-35.6% | $5,626-67.7% | $4,647-60.9% |
| Admin fee / account holder | $62 | $437-85.7% | $15,912-99.6% | $430-85.5% |