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 | $150 |
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 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 | $14,668 | $45,825-68.0% | $90,645-83.8% | $56,287-73.9% |
| Participation rate | 8.0% | 66.7%-58.7pp | 74.0%-66.0pp | 69.9%-61.9pp |
| Annual return | -3.79% | 38.64%-42.4pp | 1.88%-5.7pp | -9.96%+6.2pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $928 | $2,562-63.8% | $3,425-72.9% | $3,350-72.3% |
| Admin fee / account holder | $212 | $413-48.6% | $4,994-95.8% | $521-59.3% |