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 65-0608221 | Recordkeeping | $43,218 |
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 | $43,821 | $91,407-52.1% | $135,903-67.8% | $71,457-38.7% |
| Participation rate | 47.4% | 75.7%-28.2pp | 81.9%-34.5pp | 67.9%-20.5pp |
| Annual return | 16.42% | 29.90%-13.5pp | 68.23%-51.8pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,034 | $3,703-72.1% | $4,856-78.7% | $2,588-60.0% |
| Participant deferral / active EE | $3,299 | $7,092-53.5% | $7,758-57.5% | $4,289-23.1% |
| Admin fee / account holder | $296 | $1,266-76.6% | $10,762-97.2% | $1,587-81.3% |