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 64 · EIN 71-0294708 | Recordkeeping Fees | $35,590 |
Service code 99 · EIN 47-1411118 | Other Fees | $21,300 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,101 | $79,171+32.8% | $102,423+2.6% | $74,495+41.1% |
| Participation rate | 51.2% | 74.8%-23.6pp | 76.5%-25.3pp | 67.2%-16.0pp |
| Annual return | 12.37% | 54.93%-42.6pp | 29.32%-17.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,486 | $2,362-37.1% | $3,023-50.9% | $2,623-43.4% |
| Participant deferral / active EE | $3,006 | $4,415-31.9% | $5,053-40.5% | $4,346-30.8% |
| Admin fee / account holder | $367 | $2,001-81.7% | $9,451-96.1% | $1,942-81.1% |