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 | $58 |
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 | $88,407 | $50,464+75.2% | $75,781+16.7% | $52,331+68.9% |
| Participation rate | 40.0% | 66.8%-26.8pp | 75.8%-35.8pp | 68.1%-28.1pp |
| Annual return | -0.60% | 1.03%-1.6pp | 9.68%-10.3pp | 4.54%-5.1pp |
| Employer contribution / active EE | $414 | $1,988-79.2% | $3,323-87.5% | $1,882-78.0% |
| Participant deferral / active EE | $1,743 | $2,570-32.2% | $3,651-52.3% | $3,022-42.3% |
| Admin fee / account holder | $6 | $1,103-99.5% | $5,299-99.9% | $592-99.0% |