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 | $13,969 |
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 | $21,627 | $56,357-61.6% | $104,294-79.3% | $68,494-68.4% |
| Participation rate | 60.2% | 63.3%-3.0pp | 73.3%-13.0pp | 67.9%-7.7pp |
| Annual return | -15.52% | -9.19%-6.3pp | 24.61%-40.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $684 | $1,960-65.1% | $3,372-79.7% | $2,596-73.6% |
| Participant deferral / active EE | $2,136 | $3,077-30.6% | $4,625-53.8% | $4,027-47.0% |
| Admin fee / account holder | $215 | $4,903-95.6% | $7,339-97.1% | $5,403-96.0% |