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 01-0233346 | Recordkeeping | $1,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,813 | $49,451-11.4% | $79,550-44.9% | $66,914-34.5% |
| Participation rate | 44.7% | 61.3%-16.6pp | 69.5%-24.8pp | 69.8%-25.1pp |
| Annual return | -13.10% | 84.25%-97.4pp | 0.16%-13.3pp | 1.58%-14.7pp |
| Employer contribution / active EE | $740 | $1,266-41.5% | $2,413-69.3% | $2,544-70.9% |
| Participant deferral / active EE | $2,110 | $3,159-33.2% | $3,985-47.1% | $4,237-50.2% |
| Admin fee / account holder | $303 | $595-49.0% | $6,832-95.6% | $593-48.9% |