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 13-2638166 | Advisory (Participants) | $182,720 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $24,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,314 | $241,101-84.9% | $103,333-64.9% | $199,593-81.8% |
| Participation rate | 69.8% | 78.3%-8.5pp | 74.5%-4.7pp | 72.0%-2.2pp |
| Annual return | 14.08% | 17.80%-3.7pp | 24.88%-10.8pp | 34.25%-20.2pp |
| Employer contribution / active EE | $2,722 | $4,244-35.9% | $3,868-29.6% | $3,034-10.3% |
| Participant deferral / active EE | $4,644 | $3,958+17.3% | $5,057-8.2% | $5,087-8.7% |
| Admin fee / account holder | $202 | $288-29.7% | $8,355-97.6% | $269-24.8% |