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 15 · EIN 13-3689044 | Recordkeeping | $39,986 |
Service code 15 · EIN 27-0293282 | Recordkeeping | $4,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,339 | $54,193-36.6% | $93,606-63.3% | $77,643-55.8% |
| Participation rate | 32.6% | 63.9%-31.4pp | 68.7%-36.2pp | 70.6%-38.0pp |
| Annual return | 9.09% | 30.54%-21.5pp | 133.20%-124.1pp | 31.24%-22.1pp |
| Employer contribution / active EE | $442 | $1,168-62.2% | $2,420-81.7% | $2,726-83.8% |
| Participant deferral / active EE | $1,233 | $3,144-60.8% | $4,411-72.1% | $4,647-73.5% |
| Admin fee / account holder | $347 | $576-39.7% | $8,285-95.8% | $430-19.3% |