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 04-2647786 | Recordkeeping Fees | $16,735 |
ELLSWORTH ADVISORS LLC2 years Service code 27 · EIN 82-5501752 | Advisory (Plan) | $11,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $39,338 | $61,272-35.8% | $149,673-73.7% | $71,457-44.9% |
| Participation rate | 48.4% | 62.5%-14.1pp | 78.8%-30.4pp | 67.9%-19.5pp |
| Annual return | 16.24% | 35.85%-19.6pp | 134.42%-118.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $201 | $2,378-91.5% | $4,818-95.8% | $2,588-92.2% |
| Participant deferral / active EE | $1,246 | $2,917-57.3% | $5,680-78.1% | $4,289-71.0% |
| Admin fee / account holder | $225 | $1,261-82.2% | $13,210-98.3% | $1,587-85.9% |