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 | $51,819 |
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 | $28,572 | $46,292-38.3% | $143,757-80.1% | $64,808-55.9% |
| Participation rate | 66.3% | 64.2%+2.1pp | 80.3%-14.0pp | 71.5%-5.1pp |
| Annual return | -16.48% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,513 | $1,910-20.8% | $4,951-69.4% | $2,506-39.6% |
| Participant deferral / active EE | $2,835 | $2,646+7.2% | $5,637-49.7% | $4,310-34.2% |
| Admin fee / account holder | $6 | $154-96.1% | $14,673-100.0% | $188-96.8% |