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 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 | $46,095 | $52,293-11.9% | $178,490-74.2% | $73,409-37.2% |
| Participation rate | 60.2% | 65.3%-5.1pp | 81.9%-21.7pp | 72.2%-11.9pp |
| Annual return | 20.46% | 34.75%-14.3pp | 151.07%-130.6pp | 59.29%-38.8pp |
| Employer contribution / active EE | $1,169 | $1,735-32.6% | $5,011-76.7% | $2,234-47.7% |
| Participant deferral / active EE | $3,754 | $2,332+61.0% | $5,202-27.8% | $3,805-1.4% |
| Admin fee / account holder | $272 | $127+113.8% | $13,984-98.1% | $158+72.5% |