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 01-0233346 | Recordkeeping | $2,334 |
Service code 10 · EIN 59-3560915 | Accounting | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,904 | $82,917-30.2% | $103,333-44.0% | $77,643-25.4% |
| Participation rate | 62.7% | 71.6%-8.9pp | 74.5%-11.9pp | 70.6%-7.9pp |
| Annual return | 24.93% | 19.13%+5.8pp | 24.88%0pp | 31.24%-6.3pp |
| Employer contribution / active EE | $2,093 | $3,552-41.1% | $3,868-45.9% | $2,726-23.2% |
| Participant deferral / active EE | $3,546 | $4,108-13.7% | $5,057-29.9% | $4,647-23.7% |
| Admin fee / account holder | $301 | $638-52.8% | $8,355-96.4% | $430-30.0% |