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 01-0233346 | Recordkeeping | $1,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,880 | $78,485-28.8% | $106,213-47.4% | $74,495-25.0% |
| Participation rate | 63.6% | 72.8%-9.2pp | 75.3%-11.6pp | 67.2%-3.6pp |
| Annual return | 10.27% | 15.95%-5.7pp | 116.14%-105.9pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,681 | $2,523-33.4% | $3,171-47.0% | $2,623-35.9% |
| Participant deferral / active EE | $3,196 | $4,322-26.1% | $5,016-36.3% | $4,346-26.4% |
| Admin fee / account holder | $487 | $2,232-78.2% | $11,033-95.6% | $1,942-74.9% |