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 64 · EIN 71-0294708 | Recordkeeping Fees | $19,475 |
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 | $124,284 | $100,801+23.3% | $149,696-17.0% | $73,409+69.3% |
| Participation rate | 67.4% | 77.7%-10.2pp | 82.5%-15.0pp | 72.2%-4.7pp |
| Annual return | 16.01% | 265.34%-249.3pp | 276.60%-260.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,652 | $3,312-50.1% | $4,644-64.4% | $2,234-26.0% |
| Participant deferral / active EE | $6,436 | $6,404+0.5% | $6,842-5.9% | $3,805+69.1% |
| Admin fee / account holder | $39 | $181-78.5% | $9,309-99.6% | $158-75.3% |