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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 6-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 | $22,343 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,385 | $84,487-67.6% | $125,339-78.2% | $66,914-59.1% |
| Participation rate | 37.7% | 76.4%-38.8pp | 82.4%-44.7pp | 69.8%-32.1pp |
| Annual return | -2.93% | -8.39%+5.5pp | 572.05%-575.0pp | 1.58%-4.5pp |
| Employer contribution / active EE | $800 | $3,553-77.5% | $4,814-83.4% | $2,544-68.6% |
| Participant deferral / active EE | $3,354 | $6,781-50.5% | $7,446-55.0% | $4,237-20.8% |
| Admin fee / account holder | $221 | $685-67.7% | $10,010-97.8% | $593-62.8% |