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 | $25,675 |
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 | $35,466 | $47,126-24.7% | $149,673-76.3% | $74,419-52.3% |
| Participation rate | 67.4% | 63.4%+4.0pp | 78.8%-11.4pp | 70.7%-3.3pp |
| Annual return | 20.27% | 22.75%-2.5pp | 134.42%-114.1pp | 34.38%-14.1pp |
| Employer contribution / active EE | $1,214 | $1,905-36.3% | $4,818-74.8% | $2,637-54.0% |
| Participant deferral / active EE | $1,527 | $2,728-44.0% | $5,680-73.1% | $4,528-66.3% |
| Admin fee / account holder | $88 | $343-74.4% | $13,210-99.3% | $348-74.8% |