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 15 · EIN 35-0145825 | Recordkeeping | $18,826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,008 | $50,637-34.8% | $86,590-61.9% | $62,292-47.0% |
| Participation rate | 69.3% | 67.9%+1.4pp | 73.5%-4.3pp | 69.5%-0.3pp |
| Annual return | 13.42% | 20.80%-7.4pp | 964.84%-951.4pp | 28.90%-15.5pp |
| Employer contribution / active EE | $1,240 | $2,075-40.2% | $2,839-56.3% | $2,042-39.3% |
| Participant deferral / active EE | $1,623 | $2,611-37.8% | $3,609-55.0% | $3,169-48.8% |
| Admin fee / account holder | $24 | $413-94.3% | $4,906-99.5% | $479-95.1% |