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 35-0145825 | Recordkeeping | $60,094 |
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 | $39,619 | $93,131-57.5% | $106,548-62.8% | $86,799-54.4% |
| Participation rate | 68.7% | 81.4%-12.8pp | 76.1%-7.5pp | 72.3%-3.6pp |
| Annual return | 21.63% | 19.45%+2.2pp | 26.80%-5.2pp | 97.91%-76.3pp |
| Employer contribution / active EE | $892 | $2,895-69.2% | $2,819-68.4% | $2,405-62.9% |
| Participant deferral / active EE | $3,037 | $4,708-35.5% | $4,398-30.9% | $4,131-26.5% |
| Admin fee / account holder | $1 | $145-99.6% | $7,407-100.0% | $170-99.7% |