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 | $12,046 |
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 | $45,077 | $63,114-28.6% | $92,893-51.5% | $65,185-30.8% |
| Participation rate | 48.2% | 68.8%-20.6pp | 76.0%-27.8pp | 70.2%-22.0pp |
| Annual return | 23.30% | 28.75%-5.5pp | 109.41%-86.1pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,814 | $2,571-29.4% | $3,653-50.3% | $2,177-16.7% |
| Participant deferral / active EE | $3,406 | $3,108+9.6% | $4,236-19.6% | $3,514-3.1% |
| Admin fee / account holder | $64 | $624-89.7% | $5,794-98.9% | $847-92.4% |