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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $5,829 |
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 | $11,127 | $25,723-56.7% | $69,182-83.9% | $55,167-79.8% |
| Participation rate | 33.6% | 39.4%-5.9pp | 55.1%-21.6pp | 69.0%-35.4pp |
| Annual return | 7.13% | 9.56%-2.4pp | -21.93%+29.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $161 | $480-66.5% | $1,206-86.6% | $1,963-91.8% |
| Participant deferral / active EE | $347 | $963-64.0% | $1,897-81.7% | $3,054-88.6% |
| Admin fee / account holder | $102 | $365-72.0% | $2,697-96.2% | $504-79.7% |