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 13-3646501 | Recordkeeping | $330 |
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 | $73,952 | $63,924+15.7% | $108,579-31.9% | $55,167+34.1% |
| Participation rate | 55.9% | 74.3%-18.5pp | 79.6%-23.7pp | 69.0%-13.1pp |
| Annual return | 7.93% | 15.31%-7.4pp | -51.70%+59.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,932 | $1,879+2.8% | $3,758-48.6% | $1,963-1.6% |
| Participant deferral / active EE | $3,851 | $3,067+25.6% | $4,311-10.7% | $3,054+26.1% |
| Admin fee / account holder | $63 | $618-89.8% | $7,645-99.2% | $504-87.5% |