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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.
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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 | $60,181 |
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.)
Annual investment return 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 | $84,065 | $86,655-3.0% | $119,609-29.7% | $66,914+25.6% |
| Participation rate | 61.4% | 75.6%-14.2pp | 79.3%-17.9pp | 69.8%-8.4pp |
| Annual return | -18.63% | -8.00%-10.6pp | -14.97%-3.7pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,909 | $2,536-24.7% | $4,232-54.9% | $2,544-25.0% |
| Participant deferral / active EE | $5,265 | $4,358+20.8% | $5,602-6.0% | $4,237+24.3% |
| Admin fee / account holder | $524 | $755-30.6% | $10,323-94.9% | $593-11.7% |