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 | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,655 | $80,724-3.8% | $103,333-24.9% | $74,495+4.2% |
| Participation rate | 59.0% | 65.7%-6.6pp | 74.5%-15.5pp | 67.2%-8.2pp |
| Annual return | 14.42% | 27.56%-13.1pp | 24.88%-10.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,596 | $3,157-49.4% | $3,868-58.7% | $2,623-39.1% |
| Participant deferral / active EE | $2,471 | $3,860-36.0% | $5,057-51.1% | $4,346-43.1% |
| Admin fee / account holder | $497 | $2,368-79.0% | $8,355-94.1% | $1,942-74.4% |