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 | $11,833 |
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 | $65,724 | $72,277-9.1% | $101,248-35.1% | $79,858-17.7% |
| Participation rate | 54.2% | 68.5%-14.3pp | 75.8%-21.6pp | 69.6%-15.5pp |
| Annual return | 18.15% | 22.30%-4.1pp | 46.47%-28.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,252 | $2,692-16.3% | $3,660-38.5% | $2,471-8.8% |
| Participant deferral / active EE | $4,421 | $3,282+34.7% | $4,370+1.2% | $3,740+18.2% |
| Admin fee / account holder | $122 | $4,400-97.2% | $5,945-97.9% | $5,306-97.7% |