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 | $33,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,618 | $42,548+82.4% | $74,550+4.1% | $56,287+37.9% |
| Participation rate | 62.9% | 60.5%+2.5pp | 69.1%-6.2pp | 69.9%-6.9pp |
| Annual return | -4.16% | 12.40%-16.6pp | 32.53%-36.7pp | -9.96%+5.8pp |
| Employer contribution / active EE | $520 | $855-39.1% | $1,961-73.5% | $2,111-75.3% |
| Participant deferral / active EE | $2,877 | $2,277+26.3% | $3,108-7.4% | $3,350-14.1% |
| Admin fee / account holder | $55 | $467-88.2% | $5,060-98.9% | $521-89.5% |