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 35-0145825 | Recordkeeping | $2,240 |
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 | $59,487 | $73,102-18.6% | $123,544-51.9% | $56,287+5.7% |
| Participation rate | 69.4% | 74.3%-4.9pp | 82.3%-12.9pp | 69.9%-0.4pp |
| Annual return | -3.27% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $2,382 | $2,977-20.0% | $4,628-48.5% | $2,111+12.8% |
| Participant deferral / active EE | $4,940 | $5,423-8.9% | $6,426-23.1% | $3,350+47.5% |
| Admin fee / account holder | $7 | $554-98.7% | $9,284-99.9% | $521-98.6% |