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 64 · EIN 39-6040276 | Recordkeeping Fees | $4,978 |
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 | $37,685 | $59,417-36.6% | $93,606-59.7% | $74,495-49.4% |
| Participation rate | 58.9% | 59.7%-0.7pp | 68.7%-9.8pp | 67.2%-8.3pp |
| Annual return | 12.98% | 81.83%-68.9pp | 133.20%-120.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $966 | $1,264-23.6% | $2,420-60.1% | $2,623-63.2% |
| Participant deferral / active EE | $3,136 | $3,050+2.8% | $4,411-28.9% | $4,346-27.8% |
| Admin fee / account holder | $52 | $3,021-98.3% | $8,285-99.4% | $1,942-97.3% |