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 | $2,522 |
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 | $116,001 | $46,732+148.2% | $156,549-25.9% | $55,167+110.3% |
| Participation rate | 0.0% | 65.8%-65.8pp | 84.0%-84.0pp | 69.0%-69.0pp |
| Annual return | 8.35% | 17.72%-9.4pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $6,633 | $2,105+215.1% | $5,501+20.6% | $1,963+238.0% |
| Participant deferral / active EE | $4,939 | $2,204+124.1% | $4,871+1.4% | $3,054+61.7% |
| Admin fee / account holder | $5 | $418-98.7% | $13,027-100.0% | $504-98.9% |