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 | $7,234 |
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 | $15,595 | $49,227-68.3% | $70,449-77.9% | $79,858-80.5% |
| Participation rate | 44.3% | 69.2%-24.9pp | 75.1%-30.8pp | 69.6%-25.4pp |
| Annual return | 13.44% | 30.06%-16.6pp | 109.03%-95.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $658 | $2,099-68.6% | $2,737-75.9% | $2,471-73.4% |
| Participant deferral / active EE | $1,247 | $2,768-54.9% | $3,709-66.4% | $3,740-66.7% |
| Admin fee / account holder | $232 | $2,878-92.0% | $3,845-94.0% | $5,306-95.6% |