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 4-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 26 · EIN 82-2913883 | Advisory (Participants) | $39,177 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,482 |
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 | $35,865 | $55,416-35.3% | $75,972-52.8% | $77,643-53.8% |
| Participation rate | 42.0% | 63.6%-21.6pp | 69.1%-27.1pp | 70.6%-28.6pp |
| Annual return | 14.46% | 17.07%-2.6pp | 359.55%-345.1pp | 31.24%-16.8pp |
| Employer contribution / active EE | $914 | $1,788-48.8% | $2,685-65.9% | $2,726-66.5% |
| Participant deferral / active EE | $2,535 | $3,447-26.4% | $4,255-40.4% | $4,647-45.4% |
| Admin fee / account holder | $183 | $414-55.8% | $6,467-97.2% | $430-57.5% |