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 | $26,395 |
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 | $60,403 | $32,865+83.8% | $75,826-20.3% | $56,287+7.3% |
| Participation rate | 47.4% | 53.0%-5.5pp | 68.2%-20.8pp | 69.9%-22.4pp |
| Annual return | -7.60% | -5.01%-2.6pp | 1914.15%-1921.8pp | -9.96%+2.4pp |
| Employer contribution / active EE | $618 | $891-30.6% | $1,913-67.7% | $2,111-70.7% |
| Participant deferral / active EE | $1,583 | $1,683-5.9% | $2,862-44.7% | $3,350-52.7% |
| Admin fee / account holder | $4 | $185-98.0% | $4,726-99.9% | $521-99.3% |