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 04-1590850 | Recordkeeping | $60,151 |
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 | $53,410 | $104,475-48.9% | $159,436-66.5% | $79,386-32.7% |
| Participation rate | 50.0% | 76.6%-26.6pp | 82.8%-32.8pp | 70.7%-20.7pp |
| Annual return | 17.31% | 67.95%-50.6pp | 263.57%-246.3pp | 116.85%-99.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,308 | $6,467-33.4% | $7,352-41.4% | $4,046+6.5% |
| Admin fee / account holder | $16 | $711-97.7% | $10,799-99.8% | $626-97.4% |