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 26 · EIN 20-1090152 | Advisory (Participants) | $8,735 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $39,649 | $72,254-45.1% | $86,677-54.3% | $64,808-38.8% |
| Participation rate | 62.4% | 80.4%-18.0pp | 76.6%-14.2pp | 71.5%-9.1pp |
| Annual return | -15.15% | 392.42%-407.6pp | 35.91%-51.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $905 | $2,393-62.2% | $2,836-68.1% | $2,506-63.9% |
| Participant deferral / active EE | $2,176 | $4,658-53.3% | $4,656-53.3% | $4,310-49.5% |
| Admin fee / account holder | $45 | $174-74.3% | $7,493-99.4% | $188-76.2% |