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 01-0233346 | Recordkeeping | $0 |
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 | $22,678 | $32,425-30.1% | $74,583-69.6% | $55,167-58.9% |
| Participation rate | 53.9% | 54.0%-0.1pp | 68.1%-14.2pp | 69.0%-15.1pp |
| Annual return | 11.97% | 10.63%+1.3pp | 20.47%-8.5pp | 169.23%-157.3pp |
| Employer contribution / active EE | $1,563 | $1,043+49.8% | $2,525-38.1% | $1,963-20.3% |
| Participant deferral / active EE | $3,104 | $1,995+55.6% | $3,458-10.2% | $3,054+1.6% |
| Admin fee / account holder | $14 | $748-98.1% | $4,138-99.7% | $504-97.2% |