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 | $46,050 |
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 | $54,269 | $47,126+15.2% | $149,673-63.7% | $74,419-27.1% |
| Participation rate | 55.7% | 63.4%-7.7pp | 78.8%-23.0pp | 70.7%-15.0pp |
| Annual return | 16.50% | 22.75%-6.3pp | 134.42%-117.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,817 | $1,905-4.6% | $4,818-62.3% | $2,637-31.1% |
| Participant deferral / active EE | $3,857 | $2,728+41.4% | $5,680-32.1% | $4,528-14.8% |
| Admin fee / account holder | $171 | $343-50.0% | $13,210-98.7% | $348-50.8% |