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 48-1205033 | Recordkeeping | $16,053 |
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 | $37,233 | $91,517-59.3% | $101,248-63.2% | $73,409-49.3% |
| Participation rate | 25.3% | 73.8%-48.5pp | 75.8%-50.5pp | 72.2%-46.9pp |
| Annual return | 28.07% | 17.17%+10.9pp | 46.47%-18.4pp | 59.29%-31.2pp |
| Employer contribution / active EE | $1,030 | $2,877-64.2% | $3,660-71.9% | $2,234-53.9% |
| Participant deferral / active EE | $1,845 | $3,338-44.7% | $4,370-57.8% | $3,805-51.5% |
| Admin fee / account holder | $190 | $216-12.1% | $5,945-96.8% | $158+20.2% |