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 19 · EIN 51-0396365 | Securities Custodian | $35,459 |
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 | $57,434 | $55,415+3.6% | $155,509-63.1% | $74,495-22.9% |
| Participation rate | 49.4% | 61.9%-12.5pp | 78.2%-28.8pp | 67.2%-17.8pp |
| Annual return | 18.97% | 268.50%-249.5pp | 64.67%-45.7pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $1,073 | $2,267-52.7% | $4,672-77.0% | $2,623-59.1% |
| Participant deferral / active EE | $1,912 | $2,836-32.6% | $5,626-66.0% | $4,346-56.0% |
| Admin fee / account holder | $147 | $1,738-91.6% | $15,912-99.1% | $1,942-92.5% |