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 4-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 01-0233346 | Recordkeeping | $545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,061 | $38,365-50.3% | $84,611-77.5% | $65,185-70.8% |
| Participation rate | 65.8% | 55.7%+10.2pp | 68.2%-2.4pp | 70.2%-4.4pp |
| Annual return | 47.90% | 32.00%+15.9pp | 258.74%-210.8pp | 29.38%+18.5pp |
| Employer contribution / active EE | $1,431 | $1,258+13.7% | $2,652-46.0% | $2,177-34.3% |
| Participant deferral / active EE | $3,746 | $2,278+64.4% | $3,899-3.9% | $3,514+6.6% |
| Admin fee / account holder | $192 | $451-57.5% | $4,912-96.1% | $847-77.4% |