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 8-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 | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,593 | $41,647-77.0% | $96,139-90.0% | $86,799-88.9% |
| Participation rate | 15.0% | 50.2%-35.2pp | 68.4%-53.4pp | 72.3%-57.3pp |
| Annual return | 18.99% | 27.24%-8.3pp | 191.94%-173.0pp | 97.91%-78.9pp |
| Employer contribution / active EE | $399 | $1,318-69.7% | $2,797-85.7% | $2,405-83.4% |
| Participant deferral / active EE | $621 | $2,412-74.3% | $4,349-85.7% | $4,131-85.0% |
| Admin fee / account holder | $9 | $169-94.9% | $5,537-99.8% | $170-94.9% |