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 | $2,102 |
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 | $40,306 | $48,277-16.5% | $63,517-36.5% | $55,191-27.0% |
| Participation rate | 40.9% | 69.4%-28.5pp | 71.0%-30.1pp | 69.2%-28.3pp |
| Annual return | 1.71% | 2.37%-0.7pp | -70.30%+72.0pp | 10.78%-9.1pp |
| Employer contribution / active EE | $695 | $1,592-56.4% | $2,322-70.1% | $1,899-63.4% |
| Participant deferral / active EE | $1,337 | $2,432-45.0% | $2,953-54.7% | $3,046-56.1% |
| Admin fee / account holder | $9 | $86-89.0% | $5,892-99.8% | $91-89.6% |