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 64 · EIN 39-6040276 | Recordkeeping Fees | $1,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,718 | $82,130-67.5% | $453,369-94.1% | $79,386-66.3% |
| Participation rate | 34.9% | 73.4%-38.5pp | 78.0%-43.1pp | 70.7%-35.8pp |
| Annual return | 15.69% | 345.31%-329.6pp | 64.40%-48.7pp | 116.85%-101.2pp |
| Employer contribution / active EE | $757 | $2,659-71.5% | $4,070-81.4% | $2,427-68.8% |
| Participant deferral / active EE | $1,579 | $4,314-63.4% | $6,209-74.6% | $4,046-61.0% |
| Admin fee / account holder | $19 | $531-96.4% | $11,209-99.8% | $626-97.0% |