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 | $1,592 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,033 | $91,407-24.5% | $135,903-49.2% | $71,457-3.4% |
| Participation rate | 68.1% | 75.7%-7.5pp | 81.9%-13.8pp | 67.9%+0.2pp |
| Annual return | 19.38% | 29.90%-10.5pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,840 | $3,703-23.3% | $4,856-41.5% | $2,588+9.8% |
| Participant deferral / active EE | $8,288 | $7,092+16.9% | $7,758+6.8% | $4,289+93.2% |
| Admin fee / account holder | $479 | $1,266-62.2% | $10,762-95.5% | $1,587-69.8% |