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 48-1205033 | Recordkeeping | $42,607 |
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 | $39,616 | $52,293-24.2% | $178,490-77.8% | $73,409-46.0% |
| Participation rate | 69.6% | 65.3%+4.3pp | 81.9%-12.3pp | 72.2%-2.6pp |
| Annual return | 19.39% | 34.75%-15.4pp | 151.07%-131.7pp | 59.29%-39.9pp |
| Employer contribution / active EE | $1,656 | $1,735-4.6% | $5,011-67.0% | $2,234-25.9% |
| Participant deferral / active EE | $3,319 | $2,332+42.3% | $5,202-36.2% | $3,805-12.8% |
| Admin fee / account holder | $165 | $127+29.7% | $13,984-98.8% | $158+4.6% |