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 | $250 |
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 | $58,947 | $50,637+16.4% | $86,590-31.9% | $62,292-5.4% |
| Participation rate | 67.7% | 67.9%-0.2pp | 73.5%-5.9pp | 69.5%-1.8pp |
| Annual return | 14.09% | 20.80%-6.7pp | 964.84%-950.7pp | 28.90%-14.8pp |
| Employer contribution / active EE | $818 | $2,075-60.6% | $2,839-71.2% | $2,042-59.9% |
| Participant deferral / active EE | $2,263 | $2,611-13.3% | $3,609-37.3% | $3,169-28.6% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |