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 8-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 65-0608221 | Recordkeeping | $878,840 |
QUESTCO COMPANIES6+ years Service code 14 · EIN 81-2333797 | Plan Administrator | $71,307 |
UHY LLP3 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $27,819 |
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 | $33,631 | $32,482+3.5% | $77,024-56.3% | $78,044-56.9% |
| Participation rate | 50.6% | 37.9%+12.7pp | 67.9%-17.3pp | 74.4%-23.8pp |
| Annual return | 2.12% | -7.74%+9.9pp | 42.32%-40.2pp | 10.87%-8.8pp |
| Employer contribution / active EE | $1,589 | $965+64.7% | $2,812-43.5% | $3,125-49.1% |
| Participant deferral / active EE | $3,708 | $2,316+60.1% | $4,426-16.2% | $5,084-27.1% |
| Admin fee / account holder | $163 | $107+51.4% | $5,425-97.0% | $79+105.9% |