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 9-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 | $168 |
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 | $21,769 | $34,308-36.5% | $74,701-70.9% | $72,985-70.2% |
| Participation rate | 57.9% | 42.4%+15.5pp | 54.5%+3.4pp | 69.5%-11.6pp |
| Annual return | 18.66% | 26.58%-7.9pp | 752.92%-734.3pp | 81.00%-62.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $982 | $1,271-22.8% | $1,964-50.0% | $3,607-72.8% |
| Admin fee / account holder | $110 | $2,124-94.8% | $3,333-96.7% | $5,124-97.8% |