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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.
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 99 · EIN 22-2755716 1161 BROAD STREET, SUITE 314 · SHREWSBURY, NJ 07702 | Other Fees | $6,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,851 | $72,254-6.1% | $86,677-21.7% | $64,808+4.7% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.6%-22.7pp | 71.5%-17.6pp |
| Annual return | -14.60% | 392.42%-407.0pp | 35.91%-50.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $67 | $2,393-97.2% | $2,836-97.7% | $2,506-97.3% |
| Participant deferral / active EE | $3,024 | $4,658-35.1% | $4,656-35.0% | $4,310-29.8% |
| Admin fee / account holder | $12 | $174-93.2% | $7,493-99.8% | $188-93.7% |