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 | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,721 | $47,126-28.4% | $149,673-77.5% | $74,419-54.7% |
| Participation rate | 63.8% | 63.4%+0.4pp | 78.8%-15.0pp | 70.7%-6.9pp |
| Annual return | 8.26% | 22.75%-14.5pp | 134.42%-126.2pp | 34.38%-26.1pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,446 | $2,728-47.0% | $5,680-74.5% | $4,528-68.1% |
| Admin fee / account holder | $93 | $343-73.0% | $13,210-99.3% | $348-73.4% |