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 15 · EIN 13-3689044 | Recordkeeping | $20,963 |
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 | $12,003 | $34,677-65.4% | $77,024-84.4% | $64,808-81.5% |
| Participation rate | 26.4% | 49.8%-23.4pp | 67.9%-41.5pp | 71.5%-45.0pp |
| Annual return | -8.89% | -5.33%-3.6pp | 42.32%-51.2pp | 32.82%-41.7pp |
| Employer contribution / active EE | $272 | $1,370-80.2% | $2,812-90.3% | $2,506-89.2% |
| Participant deferral / active EE | $854 | $2,556-66.6% | $4,426-80.7% | $4,310-80.2% |
| Admin fee / account holder | $81 | $179-54.8% | $5,425-98.5% | $188-57.1% |