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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $64,779 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,314 | $81,908-48.3% | $90,749-53.4% | $64,808-34.7% |
| Participation rate | 62.7% | 80.5%-17.7pp | 75.7%-13.0pp | 71.5%-8.7pp |
| Annual return | -23.32% | -12.53%-10.8pp | -12.16%-11.2pp | 32.82%-56.1pp |
| Employer contribution / active EE | $1,285 | $3,065-58.1% | $2,921-56.0% | $2,506-48.7% |
| Participant deferral / active EE | $2,534 | $4,840-47.6% | $4,564-44.5% | $4,310-41.2% |
| Admin fee / account holder | $2 | $157-98.9% | $8,445-100.0% | $188-99.1% |