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 7-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 | $13,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,889 | $37,393-25.4% | $77,024-63.8% | $66,914-58.3% |
| Participation rate | 61.7% | 52.9%+8.9pp | 67.9%-6.2pp | 69.8%-8.1pp |
| Annual return | -19.32% | -3.29%-16.0pp | 42.32%-61.6pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,903 | $1,531+24.3% | $2,812-32.3% | $2,544-25.2% |
| Participant deferral / active EE | $2,826 | $2,617+8.0% | $4,426-36.1% | $4,237-33.3% |
| Admin fee / account holder | $9 | $567-98.5% | $5,425-99.8% | $593-98.5% |