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 | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,664 | $69,362-6.8% | $101,248-36.1% | $73,488-12.0% |
| Participation rate | 69.6% | 68.4%+1.3pp | 75.8%-6.2pp | 70.7%-1.0pp |
| Annual return | 14.26% | 18.46%-4.2pp | 46.47%-32.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $2,990 | $2,628+13.8% | $3,660-18.3% | $2,270+31.7% |
| Participant deferral / active EE | $6,323 | $3,300+91.6% | $4,370+44.7% | $3,740+69.1% |
| Admin fee / account holder | $585 | $704-16.9% | $5,945-90.2% | $513+13.9% |