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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 | $12,767 |
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 | $8,764 | $47,977-81.7% | $154,107-94.3% | $56,287-84.4% |
| Participation rate | 78.9% | 66.2%+12.7pp | 83.0%-4.2pp | 69.9%+9.0pp |
| Annual return | -5.76% | 3.54%-9.3pp | 735.12%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $169 | $2,169-92.2% | $5,298-96.8% | $2,111-92.0% |
| Participant deferral / active EE | $861 | $2,392-64.0% | $5,081-83.1% | $3,350-74.3% |
| Admin fee / account holder | $46 | $438-89.4% | $13,411-99.7% | $521-91.1% |