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 10-0233346 | Recordkeeping | $2,842 |
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 | $19,358 | $27,839-30.5% | $58,482-66.9% | $71,457-72.9% |
| Participation rate | 52.3% | 34.5%+17.8pp | 50.9%+1.5pp | 67.9%-15.6pp |
| Annual return | 15.04% | 26.81%-11.8pp | 4239.32%-4224.3pp | 28.85%-13.8pp |
| Employer contribution / active EE | $212 | $631-66.4% | $1,053-79.9% | $2,588-91.8% |
| Participant deferral / active EE | $1,845 | $1,206+52.9% | $1,924-4.1% | $4,289-57.0% |
| Admin fee / account holder | $280 | $1,641-82.9% | $2,516-88.9% | $1,587-82.3% |