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 73-1577418 | Recordkeeping | $75,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,185 | $54,193+90.4% | $93,606+10.2% | $77,643+32.9% |
| Participation rate | 40.0% | 63.9%-23.9pp | 68.7%-28.7pp | 70.6%-30.6pp |
| Annual return | 14.39% | 30.54%-16.2pp | 133.20%-118.8pp | 31.24%-16.8pp |
| Employer contribution / active EE | $737 | $1,168-36.9% | $2,420-69.6% | $2,726-73.0% |
| Participant deferral / active EE | $2,638 | $3,144-16.1% | $4,411-40.2% | $4,647-43.2% |
| Admin fee / account holder | $456 | $576-20.8% | $8,285-94.5% | $430+6.0% |