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 | $653 |
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 | $29,950 | $49,280-39.2% | $67,313-55.5% | $64,186-53.3% |
| Participation rate | 61.3% | 60.8%+0.5pp | 69.1%-7.8pp | 69.6%-8.3pp |
| Annual return | -7.14% | -1.39%-5.7pp | -4.08%-3.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,264 | $1,668-24.2% | $2,566-50.7% | $2,381-46.9% |
| Participant deferral / active EE | $2,499 | $2,484+0.6% | $3,568-30.0% | $3,470-28.0% |
| Admin fee / account holder | $39 | $3,863-99.0% | $4,507-99.1% | $4,888-99.2% |