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 35-0145825 | Recordkeeping | $7,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,597 | $65,322-62.3% | $70,449-65.1% | $73,488-66.5% |
| Participation rate | 51.8% | 77.0%-25.2pp | 75.1%-23.3pp | 70.7%-18.9pp |
| Annual return | 15.75% | 15.71%0pp | 109.03%-93.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $721 | $2,460-70.7% | $2,737-73.7% | $2,270-68.3% |
| Participant deferral / active EE | $3,861 | $3,375+14.4% | $3,709+4.1% | $3,740+3.3% |
| Admin fee / account holder | $18 | $214-91.5% | $3,845-99.5% | $513-96.4% |