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 01-0233346 | Recordkeeping | $1,834 |
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 | $61,123 | $64,909-5.8% | $82,313-25.7% | $62,292-1.9% |
| Participation rate | 56.9% | 74.9%-18.0pp | 76.9%-20.0pp | 69.5%-12.7pp |
| Annual return | 19.44% | 21.18%-1.7pp | 25.88%-6.4pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,699 | $3,103-13.0% | $3,706-27.2% | $3,169-14.8% |
| Admin fee / account holder | $153 | $440-65.2% | $5,608-97.3% | $479-68.1% |