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 | $864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,481 | $54,193-45.6% | $93,606-68.5% | $77,643-62.0% |
| Participation rate | 26.7% | 63.9%-37.2pp | 68.7%-42.0pp | 70.6%-43.9pp |
| Annual return | 12.48% | 30.54%-18.1pp | 133.20%-120.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $645 | $1,168-44.8% | $2,420-73.4% | $2,726-76.4% |
| Participant deferral / active EE | $1,104 | $3,144-64.9% | $4,411-75.0% | $4,647-76.2% |
| Admin fee / account holder | $274 | $576-52.4% | $8,285-96.7% | $430-36.3% |