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 | $550 |
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 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 | $48,314 | $89,652-46.1% | $141,162-65.8% | $65,185-25.9% |
| Participation rate | 53.8% | 74.7%-20.9pp | 82.5%-28.6pp | 70.2%-16.4pp |
| Annual return | 22.98% | 32.79%-9.8pp | 71.39%-48.4pp | 29.38%-6.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,441 | $5,691-22.0% | $6,709-33.8% | $3,514+26.4% |
| Admin fee / account holder | $411 | $569-27.7% | $10,261-96.0% | $847-51.5% |