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 7-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 35-0145825 | Recordkeeping | $26,900 |
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 | $48,011 | $65,435-26.6% | $86,677-44.6% | $66,914-28.3% |
| Participation rate | 45.4% | 75.5%-30.1pp | 76.6%-31.2pp | 69.8%-24.4pp |
| Annual return | -12.02% | -10.89%-1.1pp | 35.91%-47.9pp | 1.58%-13.6pp |
| Employer contribution / active EE | $939 | $2,153-56.4% | $2,836-66.9% | $2,544-63.1% |
| Participant deferral / active EE | $2,669 | $4,100-34.9% | $4,656-42.7% | $4,237-37.0% |
| Admin fee / account holder | $69 | $642-89.2% | $7,493-99.1% | $593-88.4% |