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 35-0145825 | Recordkeeping | $20,955 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,143 | $84,487-58.4% | $125,339-72.0% | $66,914-47.5% |
| Participation rate | 71.7% | 76.4%-4.7pp | 82.4%-10.6pp | 69.8%+1.9pp |
| Annual return | -16.45% | -8.39%-8.1pp | 572.05%-588.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,127 | $3,553-40.1% | $4,814-55.8% | $2,544-16.4% |
| Participant deferral / active EE | $3,064 | $6,781-54.8% | $7,446-58.8% | $4,237-27.7% |
| Admin fee / account holder | $9 | $685-98.6% | $10,010-99.9% | $593-98.4% |