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 | $959 |
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 | $70,026 | $61,156+14.5% | $185,823-62.3% | $79,386-11.8% |
| Participation rate | 42.6% | 66.6%-24.1pp | 81.7%-39.1pp | 70.7%-28.1pp |
| Annual return | 14.24% | 19.45%-5.2pp | 122.05%-107.8pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,385 | $2,321-40.3% | $5,167-73.2% | $2,427-42.9% |
| Participant deferral / active EE | $2,948 | $2,789+5.7% | $5,568-47.1% | $4,046-27.1% |
| Admin fee / account holder | $315 | $710-55.7% | $16,237-98.1% | $626-49.8% |