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 64 · EIN 71-0294708 | Recordkeeping Fees | $38,236 |
Service code 99 · EIN 47-1411118 | Other Fees | $16,386 |
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 | $61,914 | $101,317-38.9% | $146,958-57.9% | $74,495-16.9% |
| Participation rate | 46.2% | 75.5%-29.3pp | 82.2%-35.9pp | 67.2%-21.0pp |
| Annual return | 17.09% | 8730.91%-8713.8pp | 418.34%-401.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,237 | $3,810-67.5% | $4,933-74.9% | $2,623-52.8% |
| Participant deferral / active EE | $4,230 | $7,303-42.1% | $8,070-47.6% | $4,346-2.7% |
| Admin fee / account holder | $247 | $1,739-85.8% | $12,998-98.1% | $1,942-87.3% |