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 8-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 13-3646501 | Recordkeeping | $201 |
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 | $26,067 | $61,156-57.4% | $185,823-86.0% | $79,386-67.2% |
| Participation rate | 18.4% | 66.6%-48.2pp | 81.7%-63.3pp | 70.7%-52.3pp |
| Annual return | 18.77% | 19.45%-0.7pp | 122.05%-103.3pp | 116.85%-98.1pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,593 | $2,789-42.9% | $5,568-71.4% | $4,046-60.6% |
| Admin fee / account holder | $15 | $710-98.0% | $16,237-99.9% | $626-97.7% |