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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.
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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 35-0145825 | Recordkeeping | $10,871 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,848 | $55,453-87.7% | $170,442-96.0% | $62,292-89.0% |
| Participation rate | 76.6% | 66.4%+10.2pp | 83.6%-7.0pp | 69.5%+7.0pp |
| Annual return | 13.80% | 21.38%-7.6pp | 205.93%-192.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $189 | $2,164-91.3% | $5,433-96.5% | $2,042-90.8% |
| Participant deferral / active EE | $861 | $2,303-62.6% | $4,939-82.6% | $3,169-72.8% |
| Admin fee / account holder | $23 | $455-94.9% | $13,880-99.8% | $479-95.1% |