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 13-3689044 | Recordkeeping | $81,427 |
EISNERAMPER LLP3 years Service code 10 · EIN 72-1202445 | Accounting | $12,560 |
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 | $82,645 | $95,880-13.8% | $107,525-23.1% | $85,563-3.4% |
| Participation rate | 60.8% | 70.1%-9.4pp | 75.1%-14.3pp | 66.0%-5.2pp |
| Annual return | 20.09% | 68.06%-48.0pp | 181.32%-161.2pp | 31.51%-11.4pp |
| Employer contribution / active EE | $1,715 | $3,812-55.0% | $3,754-54.3% | $2,654-35.4% |
| Participant deferral / active EE | $4,914 | $4,201+17.0% | $5,116-3.9% | $4,375+12.3% |
| Admin fee / account holder | $238 | $1,025-76.8% | $8,919-97.3% | $834-71.5% |