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 01-0233346 | Recordkeeping | $1,758 |
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 | $49,643 | $56,485-12.1% | $185,823-73.3% | $86,799-42.8% |
| Participation rate | 58.5% | 65.5%-7.0pp | 81.7%-23.2pp | 72.3%-13.8pp |
| Annual return | 14.04% | 118.04%-104.0pp | 122.05%-108.0pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,610 | $1,843-12.6% | $5,167-68.8% | $2,405-33.1% |
| Participant deferral / active EE | $3,501 | $2,553+37.1% | $5,568-37.1% | $4,131-15.3% |
| Admin fee / account holder | -$73 | $150-149.1% | $16,237-100.5% | $170-143.3% |