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 35-0145825 | Recordkeeping | $36,542 |
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 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 | $21,577 | $37,196-42.0% | $154,107-86.0% | $55,725-61.3% |
| Participation rate | 56.9% | 64.1%-7.2pp | 83.0%-26.2pp | 70.9%-14.0pp |
| Annual return | -5.38% | 1319.68%-1325.1pp | 735.12%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,723 | $2,068-16.7% | $5,081-66.1% | $3,356-48.6% |
| Admin fee / account holder | $0 | $102-99.8% | $13,411-100.0% | $115-99.8% |