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 | $1,156 |
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 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 | $101,402 | $86,332+17.5% | $125,175-19.0% | $65,185+55.6% |
| Participation rate | 53.1% | 75.3%-22.2pp | 79.8%-26.7pp | 70.2%-17.1pp |
| Annual return | 19.96% | 27.43%-7.5pp | 43.79%-23.8pp | 29.38%-9.4pp |
| Employer contribution / active EE | $641 | $2,040-68.6% | $3,865-83.4% | $2,177-70.5% |
| Participant deferral / active EE | $3,556 | $3,537+0.5% | $4,937-28.0% | $3,514+1.2% |
| Admin fee / account holder | $629 | $609+3.2% | $9,702-93.5% | $847-25.8% |