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 | $360 |
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 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 | $73,854 | $55,636+32.7% | $81,983-9.9% | $73,488+0.5% |
| Participation rate | 59.0% | 62.3%-3.2pp | 69.2%-10.2pp | 70.7%-11.6pp |
| Annual return | 13.38% | 19.07%-5.7pp | 41.31%-27.9pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,551 | $1,625-4.5% | $2,498-37.9% | $2,270-31.7% |
| Participant deferral / active EE | $2,813 | $2,762+1.8% | $3,722-24.4% | $3,740-24.8% |
| Admin fee / account holder | $357 | $493-27.5% | $5,664-93.7% | $513-30.4% |