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 35-0145825 | Recordkeeping | $3,372 |
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 | $39,365 | $80,753-51.3% | $136,294-71.1% | $62,292-36.8% |
| Participation rate | 61.2% | 73.5%-12.3pp | 81.9%-20.7pp | 69.5%-8.3pp |
| Annual return | 16.97% | 35.83%-18.9pp | 5155.94%-5139.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,283 | $2,884-55.5% | $4,695-72.7% | $2,042-37.2% |
| Participant deferral / active EE | $4,485 | $5,164-13.2% | $6,247-28.2% | $3,169+41.5% |
| Admin fee / account holder | $19 | $525-96.3% | $9,243-99.8% | $479-95.9% |