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 65-0608221 | Recordkeeping | $11,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,891 | $51,620+8.3% | $90,281-38.1% | $65,185-14.3% |
| Participation rate | 24.1% | 68.6%-44.5pp | 73.3%-49.1pp | 70.2%-46.1pp |
| Annual return | 19.73% | 24.94%-5.2pp | 78.10%-58.4pp | 29.38%-9.6pp |
| Employer contribution / active EE | $669 | $2,235-70.1% | $2,854-76.6% | $2,177-69.3% |
| Participant deferral / active EE | $1,278 | $2,871-55.5% | $3,885-67.1% | $3,514-63.6% |
| Admin fee / account holder | $285 | $384-25.9% | $5,351-94.7% | $847-66.4% |