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 | $2,802 |
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 | $31,653 | $47,977-34.0% | $154,107-79.5% | $56,287-43.8% |
| Participation rate | 66.7% | 66.2%+0.5pp | 83.0%-16.4pp | 69.9%-3.2pp |
| Annual return | -4.71% | 3.54%-8.2pp | 735.12%-739.8pp | -9.96%+5.2pp |
| Employer contribution / active EE | $619 | $2,169-71.5% | $5,298-88.3% | $2,111-70.7% |
| Participant deferral / active EE | $2,288 | $2,392-4.3% | $5,081-55.0% | $3,350-31.7% |
| Admin fee / account holder | $22 | $438-95.0% | $13,411-99.8% | $521-95.8% |