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 | $2,304 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,602 | $62,928-67.3% | $172,739-88.1% | $67,579-69.5% |
| Participation rate | 43.8% | 64.5%-20.7pp | 82.6%-38.9pp | 71.3%-27.5pp |
| Annual return | 25.54% | 30.36%-4.8pp | 802.84%-777.3pp | 378.56%-353.0pp |
| Employer contribution / active EE | $219 | $1,636-86.6% | $5,143-95.7% | $2,148-89.8% |
| Participant deferral / active EE | $1,124 | $2,145-47.6% | $5,198-78.4% | $3,539-68.2% |
| Admin fee / account holder | $23 | $167-86.1% | $13,954-99.8% | $142-83.7% |