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 48-1205033 | Recordkeeping | $70,682 |
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 | $146,564 | $96,484+51.9% | $156,263-6.2% | $74,304+97.2% |
| Participation rate | 69.4% | 67.7%+1.7pp | 78.9%-9.5pp | 60.3%+9.1pp |
| Annual return | 16.47% | 17.73%-1.3pp | 59.47%-43.0pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,791 | $2,528+10.4% | $4,333-35.6% | $2,241+24.6% |
| Participant deferral / active EE | $4,685 | $4,286+9.3% | $6,158-23.9% | $3,767+24.4% |
| Admin fee / account holder | $661 | $3,728-82.3% | $14,255-95.4% | $2,969-77.7% |