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 | $84 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $13,292 | $37,393-64.5% | $77,024-82.7% | $66,914-80.1% |
| Participation rate | 47.4% | 52.9%-5.5pp | 67.9%-20.5pp | 69.8%-22.4pp |
| Annual return | -23.74% | -3.29%-20.4pp | 42.32%-66.1pp | 1.58%-25.3pp |
| Employer contribution / active EE | $3,212 | $1,531+109.8% | $2,812+14.2% | $2,544+26.2% |
| Participant deferral / active EE | $2,094 | $2,617-20.0% | $4,426-52.7% | $4,237-50.6% |
| Admin fee / account holder | $104 | $567-81.7% | $5,425-98.1% | $593-82.5% |