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 | $2,341 |
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 | $113,149 | $55,453+104.0% | $170,442-33.6% | $62,292+81.6% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 14.94% | 21.38%-6.4pp | 205.93%-191.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $6,015 | $2,164+178.0% | $5,433+10.7% | $2,042+194.5% |
| Participant deferral / active EE | $5,238 | $2,303+127.5% | $4,939+6.0% | $3,169+65.3% |
| Admin fee / account holder | $6 | $455-98.8% | $13,880-100.0% | $479-98.8% |