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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,385 | $50,956+26.4% | $96,562-33.3% | $86,799-25.8% |
| Participation rate | 63.0% | 65.2%-2.2pp | 69.8%-6.8pp | 72.3%-9.3pp |
| Annual return | 12.28% | 21.27%-9.0pp | 37.78%-25.5pp | 97.91%-85.6pp |
| Employer contribution / active EE | $1,495 | $1,111+34.6% | $2,356-36.5% | $2,405-37.8% |
| Participant deferral / active EE | $2,734 | $2,954-7.5% | $3,849-29.0% | $4,131-33.8% |
| Admin fee / account holder | $240 | $166+44.6% | $6,181-96.1% | $170+41.6% |