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 | $550 |
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 | $26,292 | $26,549-1.0% | $61,373-57.2% | $66,914-60.7% |
| Participation rate | 36.0% | 38.1%-2.0pp | 52.6%-16.5pp | 69.8%-33.8pp |
| Annual return | -18.06% | -16.21%-1.8pp | 338.61%-356.7pp | 1.58%-19.6pp |
| Employer contribution / active EE | $663 | $651+1.8% | $1,159-42.8% | $2,544-73.9% |
| Participant deferral / active EE | $1,182 | $1,338-11.7% | $2,125-44.4% | $4,237-72.1% |
| Admin fee / account holder | $24 | $409-94.2% | $2,130-98.9% | $593-96.0% |