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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 | $18,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,107 | $74,552-58.3% | $62,995-50.6% | $69,631-55.3% |
| Participation rate | 39.1% | 78.3%-39.2pp | 74.8%-35.7pp | 70.7%-31.6pp |
| Annual return | 14.32% | 15.77%-1.4pp | 87.57%-73.2pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $533 | $2,929-81.8% | $2,759-80.7% | $2,032-73.8% |
| Participant deferral / active EE | $1,326 | $2,974-55.4% | $3,329-60.2% | $3,224-58.9% |
| Admin fee / account holder | $35 | $59-41.2% | $3,600-99.0% | $110-68.4% |