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 5-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 | $19,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,496 | $76,912-47.3% | $129,110-68.6% | $68,494-40.9% |
| Participation rate | 23.8% | 69.1%-45.4pp | 77.3%-53.5pp | 67.9%-44.1pp |
| Annual return | -13.67% | -9.78%-3.9pp | -10.94%-2.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,917 | $3,243+20.8% | $5,052-22.5% | $2,596+50.9% |
| Participant deferral / active EE | $7,472 | $4,732+57.9% | $6,542+14.2% | $4,027+85.5% |
| Admin fee / account holder | $238 | $6,638-96.4% | $14,302-98.3% | $5,403-95.6% |