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 35-0145825 | Recordkeeping | $12,033 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,056 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,397 | $77,660-13.2% | $109,143-38.2% | $79,386-15.1% |
| Participation rate | 45.9% | 67.8%-21.9pp | 75.9%-30.0pp | 70.7%-24.8pp |
| Annual return | 13.30% | 23.44%-10.1pp | 25.75%-12.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $179 | $2,797-93.6% | $3,722-95.2% | $2,427-92.6% |
| Participant deferral / active EE | $2,063 | $3,518-41.3% | $4,653-55.7% | $4,046-49.0% |
| Admin fee / account holder | $113 | $732-84.6% | $6,752-98.3% | $626-82.0% |