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 | $5,395 |
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 | $74,264 | $55,415+34.0% | $155,509-52.2% | $74,495-0.3% |
| Participation rate | 51.3% | 61.9%-10.6pp | 78.2%-26.9pp | 67.2%-15.9pp |
| Annual return | 15.30% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $4,222 | $2,267+86.2% | $4,672-9.6% | $2,623+61.0% |
| Participant deferral / active EE | $8,905 | $2,836+214.0% | $5,626+58.3% | $4,346+104.9% |
| Admin fee / account holder | $356 | $1,738-79.5% | $15,912-97.8% | $1,942-81.7% |