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 | $7,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,194 | $59,805-31.1% | $79,550-48.2% | $68,494-39.9% |
| Participation rate | 52.4% | 61.1%-8.7pp | 69.5%-17.1pp | 67.9%-15.5pp |
| Annual return | -15.51% | -12.30%-3.2pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $330 | $1,505-78.1% | $2,413-86.3% | $2,596-87.3% |
| Participant deferral / active EE | $1,328 | $3,024-56.1% | $3,985-66.7% | $4,027-67.0% |
| Admin fee / account holder | $4 | $4,835-99.9% | $6,832-99.9% | $5,403-99.9% |