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 64 · EIN 13-2624428 | Recordkeeping Fees | $641 |
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 | $105,757 | $61,052+73.2% | $142,863-26.0% | $79,386+33.2% |
| Participation rate | 69.7% | 60.1%+9.6pp | 71.9%-2.3pp | 70.7%-1.0pp |
| Annual return | 35.65% | 16.02%+19.6pp | 5637.54%-5601.9pp | 116.85%-81.2pp |
| Employer contribution / active EE | $2,239 | $1,481+51.2% | $4,144-46.0% | $2,427-7.8% |
| Participant deferral / active EE | $3,996 | $2,879+38.8% | $3,837+4.1% | $4,046-1.2% |
| Admin fee / account holder | $6 | $659-99.1% | $6,560-99.9% | $626-99.0% |