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 | $1,460 |
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 | $49,074 | $58,926-16.7% | $97,226-49.5% | $74,495-34.1% |
| Participation rate | 46.6% | 63.5%-16.9pp | 72.7%-26.1pp | 67.2%-20.6pp |
| Annual return | 24.62% | 16.04%+8.6pp | 75.13%-50.5pp | 1364.94%-1340.3pp |
| Employer contribution / active EE | $1,830 | $1,894-3.4% | $2,729-32.9% | $2,623-30.2% |
| Participant deferral / active EE | $2,789 | $3,664-23.9% | $4,264-34.6% | $4,346-35.8% |
| Admin fee / account holder | $141 | $1,974-92.9% | $5,654-97.5% | $1,942-92.7% |