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 | $1,500 |
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 | $44,999 | $46,745-3.7% | $60,547-25.7% | $52,331-14.0% |
| Participation rate | 40.5% | 58.6%-18.1pp | 68.0%-27.5pp | 68.1%-27.7pp |
| Annual return | -0.32% | 0.61%-0.9pp | 335.64%-336.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,558 | $2,145+19.3% | $3,328-23.1% | $3,022-15.4% |
| Admin fee / account holder | $12 | $537-97.8% | $4,536-99.7% | $592-98.0% |