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 39-6040276 | Recordkeeping Fees | $1,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $105,838 | $59,263+78.6% | $96,562+9.6% | $79,386+33.3% |
| Participation rate | 40.1% | 61.9%-21.8pp | 69.8%-29.7pp | 70.7%-30.6pp |
| Annual return | 13.02% | 27.07%-14.0pp | 37.78%-24.8pp | 116.85%-103.8pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,562 | $2,948-13.1% | $3,849-33.4% | $4,046-36.7% |
| Admin fee / account holder | $46 | $658-93.0% | $6,181-99.3% | $626-92.6% |