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 30-0219031 | Recordkeeping | $54,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,762 | $50,815-11.9% | $155,509-71.2% | $77,643-42.3% |
| Participation rate | 65.7% | 63.1%+2.6pp | 78.2%-12.5pp | 70.6%-4.8pp |
| Annual return | 12.97% | 34.80%-21.8pp | 64.67%-51.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,329 | $1,993-33.3% | $4,672-71.5% | $2,726-51.2% |
| Participant deferral / active EE | $1,483 | $2,822-47.5% | $5,626-73.6% | $4,647-68.1% |
| Admin fee / account holder | $162 | $437-62.8% | $15,912-99.0% | $430-62.3% |