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 9-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 | $2,581 |
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 | $17,351 | $56,485-69.3% | $185,823-90.7% | $86,799-80.0% |
| Participation rate | 50.1% | 65.5%-15.4pp | 81.7%-31.6pp | 72.3%-22.2pp |
| Annual return | 16.07% | 118.04%-102.0pp | 122.05%-106.0pp | 97.91%-81.8pp |
| Employer contribution / active EE | $182 | $1,843-90.1% | $5,167-96.5% | $2,405-92.4% |
| Participant deferral / active EE | $1,584 | $2,553-37.9% | $5,568-71.5% | $4,131-61.6% |
| Admin fee / account holder | $105 | $150-29.6% | $16,237-99.4% | $170-37.9% |