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 7-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 | $61,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,024 | $59,417-10.8% | $93,606-43.4% | $74,495-28.8% |
| Participation rate | 54.8% | 59.7%-4.8pp | 68.7%-13.9pp | 67.2%-12.4pp |
| Annual return | 16.45% | 81.83%-65.4pp | 133.20%-116.7pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,004 | $1,264+58.6% | $2,420-17.2% | $2,623-23.6% |
| Participant deferral / active EE | $3,798 | $3,050+24.5% | $4,411-13.9% | $4,346-12.6% |
| Admin fee / account holder | $584 | $3,021-80.7% | $8,285-93.0% | $1,942-69.9% |