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 14-0696635 | Recordkeeping | $7,747 |
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 | $23,918 | $51,197-53.3% | $82,719-71.1% | $66,914-64.3% |
| Participation rate | 49.4% | 67.8%-18.5pp | 72.6%-23.2pp | 69.8%-20.4pp |
| Annual return | -16.82% | -9.64%-7.2pp | 701.18%-718.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $801 | $2,611-69.3% | $3,009-73.4% | $2,544-68.5% |
| Participant deferral / active EE | $1,197 | $3,458-65.4% | $4,395-72.8% | $4,237-71.8% |
| Admin fee / account holder | $55 | $416-86.7% | $5,329-99.0% | $593-90.7% |