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 | $20,663 |
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 | $33,186 | $64,119-48.2% | $112,228-70.4% | $66,914-50.4% |
| Participation rate | 38.6% | 68.5%-29.9pp | 75.1%-36.5pp | 69.8%-31.2pp |
| Annual return | -17.13% | -13.81%-3.3pp | 27.45%-44.6pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,836 | $3,005-38.9% | $3,635-49.5% | $2,544-27.8% |
| Participant deferral / active EE | $3,120 | $3,693-15.5% | $4,728-34.0% | $4,237-26.4% |
| Admin fee / account holder | $172 | $625-72.4% | $6,410-97.3% | $593-71.0% |