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 13-3689044 | Recordkeeping | $42,759 |
Service code 22 · EIN 04-3206618 | Insurance Broker | $21,205 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,697 | $84,936+2.1% | $111,297-22.1% | $79,386+9.2% |
| Participation rate | 55.6% | 75.9%-20.3pp | 77.3%-21.8pp | 70.7%-15.1pp |
| Annual return | 16.87% | 17.45%-0.6pp | 54.65%-37.8pp | 116.85%-100.0pp |
| Employer contribution / active EE | $1,698 | $1,979-14.2% | $2,731-37.8% | $2,427-30.1% |
| Participant deferral / active EE | $3,699 | $3,888-4.9% | $4,487-17.6% | $4,046-8.6% |
| Admin fee / account holder | $481 | $537-10.5% | $7,964-94.0% | $626-23.2% |