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 04-2647786 | Recordkeeping Fees | $32,675 |
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 | $49,051 | $66,528-26.3% | $86,874-43.5% | $86,799-43.5% |
| Participation rate | 35.3% | 72.4%-37.1pp | 71.6%-36.3pp | 72.3%-37.0pp |
| Annual return | 13.75% | 19.56%-5.8pp | 63.52%-49.8pp | 97.91%-84.2pp |
| Employer contribution / active EE | $636 | $2,007-68.3% | $2,495-74.5% | $2,405-73.6% |
| Participant deferral / active EE | $1,526 | $3,240-52.9% | $3,699-58.8% | $4,131-63.1% |
| Admin fee / account holder | $216 | $148+46.1% | $5,828-96.3% | $170+27.6% |