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 9-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 16-1503696 | Recordkeeping | $57,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,111 | $62,928-20.4% | $172,739-71.0% | $67,579-25.8% |
| Participation rate | 48.3% | 64.5%-16.2pp | 82.6%-34.4pp | 71.3%-23.0pp |
| Annual return | 21.98% | 30.36%-8.4pp | 802.84%-780.9pp | 378.56%-356.6pp |
| Employer contribution / active EE | $536 | $1,636-67.3% | $5,143-89.6% | $2,148-75.1% |
| Participant deferral / active EE | $1,653 | $2,145-22.9% | $5,198-68.2% | $3,539-53.3% |
| Admin fee / account holder | $287 | $167+72.3% | $13,954-97.9% | $142+101.8% |