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 64 · EIN 71-0294708 | Recordkeeping Fees | $15,757 |
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 | $135,673 | $95,880+41.5% | $107,525+26.2% | $85,563+58.6% |
| Participation rate | 39.0% | 70.1%-31.1pp | 75.1%-36.1pp | 66.0%-27.0pp |
| Annual return | 16.16% | 68.06%-51.9pp | 181.32%-165.2pp | 31.51%-15.4pp |
| Employer contribution / active EE | $2,076 | $3,812-45.5% | $3,754-44.7% | $2,654-21.8% |
| Participant deferral / active EE | $2,935 | $4,201-30.1% | $5,116-42.6% | $4,375-32.9% |
| Admin fee / account holder | $77 | $1,025-92.5% | $8,919-99.1% | $834-90.7% |