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 01-0233346 | Recordkeeping | $3,138 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,644 | $81,460-90.6% | $103,333-92.6% | $80,856-90.5% |
| Participation rate | 87.1% | 66.8%+20.2pp | 74.5%+12.5pp | 67.6%+19.4pp |
| Annual return | 11.55% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,088 | $3,105-32.8% | $3,868-46.0% | $2,755-24.2% |
| Participant deferral / active EE | $515 | $3,869-86.7% | $5,057-89.8% | $4,296-88.0% |
| Admin fee / account holder | $146 | $6,566-97.8% | $8,355-98.2% | $6,918-97.9% |