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 9-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 | $25,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,783 | $25,302-37.6% | $74,701-78.9% | $67,579-76.6% |
| Participation rate | 30.8% | 37.8%-7.1pp | 54.5%-23.7pp | 71.3%-40.5pp |
| Annual return | 20.21% | 10291.17%-10271.0pp | 752.92%-732.7pp | 378.56%-358.3pp |
| Employer contribution / active EE | $31 | $446-93.0% | $1,084-97.1% | $2,148-98.5% |
| Participant deferral / active EE | $568 | $954-40.4% | $1,964-71.1% | $3,539-83.9% |
| Admin fee / account holder | $39 | $108-63.3% | $3,333-98.8% | $142-72.2% |