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 | $14,434 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,094 | $39,286-94.7% | $80,716-97.4% | $79,386-97.4% |
| Participation rate | 99.5% | 41.0%+58.6pp | 54.2%+45.4pp | 70.7%+28.8pp |
| Annual return | 19.41% | 98.95%-79.5pp | 87.28%-67.9pp | 116.85%-97.4pp |
| Employer contribution / active EE | $280 | $594-52.8% | $1,160-75.8% | $2,427-88.5% |
| Participant deferral / active EE | $7 | $1,264-99.5% | $2,146-99.7% | $4,046-99.8% |
| Admin fee / account holder | $69 | $647-89.3% | $3,380-98.0% | $626-89.0% |