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 04-2647786 | Recordkeeping Fees | $700 |
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 | $61,790 | $122,186-49.4% | $146,958-58.0% | $199,593-69.0% |
| Participation rate | 56.7% | 78.3%-21.6pp | 82.2%-25.5pp | 72.0%-15.3pp |
| Annual return | 17.42% | 30.56%-13.1pp | 418.34%-400.9pp | 34.25%-16.8pp |
| Employer contribution / active EE | $1,898 | $4,093-53.6% | $4,933-61.5% | $3,034-37.4% |
| Participant deferral / active EE | $6,369 | $8,502-25.1% | $8,070-21.1% | $5,087+25.2% |
| Admin fee / account holder | $21 | $179-88.5% | $12,998-99.8% | $269-92.4% |