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 | $640 |
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 | $40,716 | $64,119-36.5% | $112,228-63.7% | $66,914-39.2% |
| Participation rate | 29.1% | 68.5%-39.4pp | 75.1%-46.0pp | 69.8%-40.7pp |
| Annual return | -15.66% | -13.81%-1.9pp | 27.45%-43.1pp | 1.58%-17.2pp |
| Employer contribution / active EE | $890 | $3,005-70.4% | $3,635-75.5% | $2,544-65.0% |
| Participant deferral / active EE | $1,692 | $3,693-54.2% | $4,728-64.2% | $4,237-60.1% |
| Admin fee / account holder | $241 | $625-61.5% | $6,410-96.2% | $593-59.4% |