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 8-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 | $42,057 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,450 |
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 | $39,436 | $101,317-61.1% | $146,958-73.2% | $74,495-47.1% |
| Participation rate | 63.0% | 75.5%-12.5pp | 82.2%-19.2pp | 67.2%-4.2pp |
| Annual return | 14.87% | 8730.91%-8716.0pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,282 | $3,810-40.1% | $4,933-53.7% | $2,623-13.0% |
| Participant deferral / active EE | $5,206 | $7,303-28.7% | $8,070-35.5% | $4,346+19.8% |
| Admin fee / account holder | $236 | $1,739-86.4% | $12,998-98.2% | $1,942-87.8% |