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 26 · EIN 84-4826575 | Advisory (Participants) | $23,468 |
Filed as: AT RETIREMENT SERVICES Service code 12 · EIN 83-3455979 | Recordkeeping fees; Recordkeeping and... | $11,883 |
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 | $26,081 | $64,119-59.3% | $112,228-76.8% | $66,914-61.0% |
| Participation rate | 61.8% | 68.5%-6.7pp | 75.1%-13.3pp | 69.8%-8.0pp |
| Annual return | -15.49% | -13.81%-1.7pp | 27.45%-42.9pp | 1.58%-17.1pp |
| Employer contribution / active EE | $763 | $3,005-74.6% | $3,635-79.0% | $2,544-70.0% |
| Participant deferral / active EE | $2,750 | $3,693-25.5% | $4,728-41.8% | $4,237-35.1% |
| Admin fee / account holder | $132 | $625-78.8% | $6,410-97.9% | $593-77.7% |