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 | $2,105 |
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 | $77,329 | $99,985-22.7% | $146,665-47.3% | $85,850-9.9% |
| Participation rate | 55.3% | 73.1%-17.8pp | 80.1%-24.8pp | 69.3%-14.0pp |
| Annual return | 13.55% | 18.93%-5.4pp | 22.74%-9.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,533 | $2,559-40.1% | $4,136-62.9% | $2,565-40.2% |
| Participant deferral / active EE | $2,057 | $4,006-48.6% | $5,506-62.6% | $3,952-47.9% |
| Admin fee / account holder | $318 | $7,702-95.9% | $10,280-96.9% | $6,260-94.9% |