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 | $24,102 |
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 | $54,061 | $35,949+50.4% | $88,538-38.9% | $65,185-17.1% |
| Participation rate | 49.7% | 56.4%-6.7pp | 68.7%-19.1pp | 70.2%-20.5pp |
| Annual return | 41.58% | 47.52%-5.9pp | 43.64%-2.1pp | 29.38%+12.2pp |
| Employer contribution / active EE | $683 | $1,047-34.7% | $2,098-67.4% | $2,177-68.6% |
| Participant deferral / active EE | $1,620 | $1,870-13.3% | $2,914-44.4% | $3,514-53.9% |
| Admin fee / account holder | $7 | $496-98.6% | $4,310-99.8% | $847-99.2% |