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 | $736 |
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 | $58,011 | $89,652-35.3% | $141,162-58.9% | $65,185-11.0% |
| Participation rate | 64.5% | 74.7%-10.2pp | 82.5%-18.0pp | 70.2%-5.7pp |
| Annual return | 21.61% | 32.79%-11.2pp | 71.39%-49.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,364 | $3,065-55.5% | $4,735-71.2% | $2,177-37.3% |
| Participant deferral / active EE | $4,348 | $5,691-23.6% | $6,709-35.2% | $3,514+23.7% |
| Admin fee / account holder | $8 | $569-98.5% | $10,261-99.9% | $847-99.0% |