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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 99 · EIN 27-1497719 | Other Fees | $8,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,712 | $31,310-24.3% | $53,898-56.0% | $74,304-68.1% |
| Participation rate | 62.4% | 30.7%+31.8pp | 55.0%+7.5pp | 60.3%+2.1pp |
| Annual return | 11.07% | 23.16%-12.1pp | 528.60%-517.5pp | 29.43%-18.4pp |
| Employer contribution / active EE | $1,111 | $450+146.9% | $932+19.2% | $2,241-50.4% |
| Participant deferral / active EE | $728 | $934-22.1% | $1,826-60.1% | $3,767-80.7% |
| Admin fee / account holder | $129 | $2,175-94.1% | $2,491-94.8% | $2,969-95.7% |