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 | $1,182 |
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 | $97,498 | $56,317+73.1% | $71,209+36.9% | $74,304+31.2% |
| Participation rate | 54.9% | 55.1%-0.2pp | 73.8%-18.9pp | 60.3%-5.4pp |
| Annual return | 15.32% | 42.83%-27.5pp | 282.51%-267.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,947 | $2,160-9.9% | $2,721-28.4% | $2,241-13.1% |
| Participant deferral / active EE | $5,792 | $2,788+107.8% | $4,175+38.7% | $3,767+53.8% |
| Admin fee / account holder | $34 | $2,290-98.5% | $5,349-99.4% | $2,969-98.9% |