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 16-1503696 | Recordkeeping | $54,235 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,126 |
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 | $36,371 | $87,125-58.3% | $108,410-66.5% | $86,799-58.1% |
| Participation rate | 52.7% | 80.5%-27.8pp | 80.1%-27.4pp | 72.3%-19.6pp |
| Annual return | 35.15% | 25.21%+9.9pp | 905.27%-870.1pp | 97.91%-62.8pp |
| Employer contribution / active EE | $1,717 | $2,477-30.7% | $3,558-51.7% | $2,405-28.6% |
| Participant deferral / active EE | $3,670 | $6,944-47.1% | $6,563-44.1% | $4,131-11.2% |
| Admin fee / account holder | $227 | $130+74.2% | $7,295-96.9% | $170+33.8% |