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 35-0145825 | Recordkeeping | $12,415 |
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 | $27,170 | $58,726-53.7% | $92,233-70.5% | $62,292-56.4% |
| Participation rate | 49.2% | 68.3%-19.2pp | 76.5%-27.3pp | 69.5%-20.4pp |
| Annual return | 26.76% | 43.62%-16.9pp | 176.28%-149.5pp | 28.90%-2.1pp |
| Employer contribution / active EE | $1,576 | $2,392-34.1% | $3,679-57.2% | $2,042-22.8% |
| Participant deferral / active EE | $2,860 | $2,766+3.4% | $3,897-26.6% | $3,169-9.8% |
| Admin fee / account holder | $46 | $556-91.6% | $5,194-99.1% | $479-90.3% |