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 19 · EIN 74-1625348 | Securities Custodian | $3,563 |
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 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 | $18,419 | $52,293-64.8% | $178,490-89.7% | $73,409-74.9% |
| Participation rate | 62.2% | 65.3%-3.1pp | 81.9%-19.7pp | 72.2%-10.0pp |
| Annual return | 9.39% | 34.75%-25.4pp | 151.07%-141.7pp | 59.29%-49.9pp |
| Employer contribution / active EE | $1,344 | $1,735-22.5% | $5,011-73.2% | $2,234-39.8% |
| Participant deferral / active EE | $1,786 | $2,332-23.4% | $5,202-65.7% | $3,805-53.1% |
| Admin fee / account holder | $8 | $127-93.5% | $13,984-99.9% | $158-94.7% |