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 64 · EIN 04-2647786 | Recordkeeping Fees | $225 |
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 | $92,308 | $58,778+57.0% | $129,207-28.6% | $77,643+18.9% |
| Participation rate | 44.4% | 59.2%-14.9pp | 69.6%-25.2pp | 70.6%-26.2pp |
| Annual return | 15.72% | 24.73%-9.0pp | 9417.33%-9401.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,228 | $1,952+14.1% | $4,153-46.4% | $2,726-18.3% |
| Participant deferral / active EE | $1,718 | $3,212-46.5% | $4,168-58.8% | $4,647-63.0% |
| Admin fee / account holder | $1 | $589-99.9% | $7,715-100.0% | $430-99.8% |