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 | $1,329 |
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 | $31,297 | $65,061-51.9% | $143,757-78.2% | $66,914-53.2% |
| Participation rate | 63.4% | 65.2%-1.8pp | 80.3%-17.0pp | 69.8%-6.4pp |
| Annual return | -15.43% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $857 | $2,361-63.7% | $4,951-82.7% | $2,544-66.3% |
| Participant deferral / active EE | $3,405 | $2,919+16.7% | $5,637-39.6% | $4,237-19.6% |
| Admin fee / account holder | $23 | $502-95.4% | $14,673-99.8% | $593-96.1% |