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 | $76,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,219 | $88,083+12.6% | $164,813-39.8% | $74,495+33.2% |
| Participation rate | 63.6% | 73.0%-9.4pp | 78.6%-15.0pp | 67.2%-3.6pp |
| Annual return | 14.02% | 17.26%-3.2pp | 69.93%-55.9pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,080 | $2,593-19.8% | $4,341-52.1% | $2,623-20.7% |
| Participant deferral / active EE | $5,570 | $4,498+23.8% | $6,031-7.7% | $4,346+28.2% |
| Admin fee / account holder | $610 | $2,234-72.7% | $12,690-95.2% | $1,942-68.6% |