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 3-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 04-2647786 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,539 | $34,677-63.8% | $77,024-83.7% | $64,808-80.7% |
| Participation rate | 47.9% | 49.8%-1.9pp | 67.9%-20.0pp | 71.5%-23.5pp |
| Annual return | 0.00% | -5.33%+5.3pp | 42.32%-42.3pp | 32.82%-32.8pp |
| Employer contribution / active EE | $134 | $1,370-90.2% | $2,812-95.2% | $2,506-94.6% |
| Participant deferral / active EE | $352 | $2,556-86.2% | $4,426-92.0% | $4,310-91.8% |
| Admin fee / account holder | $1 | $179-99.7% | $5,425-100.0% | $188-99.7% |