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 | $15,320 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,903 |
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 | $24,784 | $44,989-44.9% | $170,442-85.5% | $77,958-68.2% |
| Participation rate | 24.9% | 64.6%-39.7pp | 83.6%-58.7pp | 71.6%-46.8pp |
| Annual return | 53.87% | 19.61%+34.3pp | 205.93%-152.1pp | 20.87%+33.0pp |
| Employer contribution / active EE | $261 | $1,466-82.2% | $5,433-95.2% | $2,310-88.7% |
| Participant deferral / active EE | $565 | $2,208-74.4% | $4,939-88.6% | $3,537-84.0% |
| Admin fee / account holder | $12 | $69-82.9% | $13,880-99.9% | $97-87.9% |