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 | $1,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,770 | $55,453-44.5% | $170,442-81.9% | $62,292-50.6% |
| Participation rate | 62.8% | 66.4%-3.6pp | 83.6%-20.8pp | 69.5%-6.8pp |
| Annual return | 18.17% | 21.38%-3.2pp | 205.93%-187.8pp | 28.90%-10.7pp |
| Employer contribution / active EE | $485 | $2,164-77.6% | $5,433-91.1% | $2,042-76.3% |
| Participant deferral / active EE | $2,121 | $2,303-7.9% | $4,939-57.1% | $3,169-33.1% |
| Admin fee / account holder | $20 | $455-95.7% | $13,880-99.9% | $479-95.9% |