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 9-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 | $8,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,447 | $80,724-66.0% | $103,333-73.4% | $74,495-63.2% |
| Participation rate | 68.3% | 65.7%+2.6pp | 74.5%-6.2pp | 67.2%+1.1pp |
| Annual return | 11.71% | 27.56%-15.8pp | 24.88%-13.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $806 | $3,157-74.5% | $3,868-79.2% | $2,623-69.3% |
| Participant deferral / active EE | $2,293 | $3,860-40.6% | $5,057-54.7% | $4,346-47.2% |
| Admin fee / account holder | $67 | $2,368-97.2% | $8,355-99.2% | $1,942-96.5% |