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 | $1,087 |
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 | $26,446 | $54,701-51.7% | $86,188-69.3% | $71,457-63.0% |
| Participation rate | 40.5% | 60.1%-19.6pp | 69.0%-28.4pp | 67.9%-27.4pp |
| Annual return | 25.83% | 20.06%+5.8pp | 1168.45%-1142.6pp | 28.85%-3.0pp |
| Employer contribution / active EE | $834 | $1,265-34.1% | $2,380-65.0% | $2,588-67.8% |
| Participant deferral / active EE | $1,646 | $3,108-47.0% | $3,985-58.7% | $4,289-61.6% |
| Admin fee / account holder | $228 | $1,922-88.1% | $6,852-96.7% | $1,587-85.6% |