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 | $29,074 |
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 | $38,955 | $48,313-19.4% | $73,307-46.9% | $52,331-25.6% |
| Participation rate | 56.3% | 68.6%-12.2pp | 74.9%-18.6pp | 68.1%-11.8pp |
| Annual return | 1.46% | 3.85%-2.4pp | 5.67%-4.2pp | 4.54%-3.1pp |
| Employer contribution / active EE | $636 | $1,661-61.7% | $3,237-80.4% | $1,882-66.2% |
| Participant deferral / active EE | $3,424 | $4,189-18.3% | $4,991-31.4% | $3,022+13.3% |
| Admin fee / account holder | $0 | $404-100.0% | $5,637-100.0% | $592-100.0% |