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 64 · EIN 71-0294708 | Recordkeeping Fees | $6 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,567 | $46,292-25.3% | $143,757-76.0% | $64,808-46.7% |
| Participation rate | 34.5% | 64.2%-29.7pp | 80.3%-45.8pp | 71.5%-37.0pp |
| Annual return | -14.69% | -10.05%-4.6pp | -0.04%-14.7pp | 32.82%-47.5pp |
| Employer contribution / active EE | $823 | $1,910-56.9% | $4,951-83.4% | $2,506-67.1% |
| Participant deferral / active EE | $989 | $2,646-62.6% | $5,637-82.5% | $4,310-77.1% |
| Admin fee / account holder | $303 | $154+97.1% | $14,673-97.9% | $188+61.4% |