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 | $350 |
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 | $26,868 | $47,848-43.8% | $81,478-67.0% | $70,131-61.7% |
| Participation rate | 55.7% | 58.3%-2.6pp | 68.0%-12.3pp | 69.5%-13.9pp |
| Annual return | 16.21% | 27.25%-11.0pp | 38.78%-22.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,605 | $1,527+5.1% | $2,568-37.5% | $2,342-31.5% |
| Participant deferral / active EE | $3,107 | $2,453+26.7% | $3,537-12.1% | $3,332-6.7% |
| Admin fee / account holder | $24 | $3,145-99.3% | $4,561-99.5% | $4,645-99.5% |