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 9-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 | $0 |
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 | $36,340 | $61,272-40.7% | $149,673-75.7% | $71,457-49.1% |
| Participation rate | 52.2% | 62.5%-10.3pp | 78.8%-26.6pp | 67.9%-15.7pp |
| Annual return | 23.34% | 35.85%-12.5pp | 134.42%-111.1pp | 28.85%-5.5pp |
| Employer contribution / active EE | $1,338 | $2,378-43.8% | $4,818-72.2% | $2,588-48.3% |
| Participant deferral / active EE | $2,510 | $2,917-13.9% | $5,680-55.8% | $4,289-41.5% |
| Admin fee / account holder | $266 | $1,261-78.9% | $13,210-98.0% | $1,587-83.2% |