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 | $28,985 |
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 | $25,493 | $62,928-59.5% | $172,739-85.2% | $67,579-62.3% |
| Participation rate | 65.5% | 64.5%+1.0pp | 82.6%-17.2pp | 71.3%-5.8pp |
| Annual return | 21.87% | 30.36%-8.5pp | 802.84%-781.0pp | 378.56%-356.7pp |
| Employer contribution / active EE | $746 | $1,636-54.4% | $5,143-85.5% | $2,148-65.3% |
| Participant deferral / active EE | $1,595 | $2,145-25.6% | $5,198-69.3% | $3,539-54.9% |
| Admin fee / account holder | $8 | $167-95.2% | $13,954-99.9% | $142-94.4% |