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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 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Other Fees | $4,875 |
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 | $74,722 | $99,078-24.6% | $96,544-22.6% | $74,419+0.4% |
| Participation rate | 52.0% | 80.7%-28.7pp | 76.0%-23.9pp | 70.7%-18.7pp |
| Annual return | 17.20% | 22.48%-5.3pp | 25.84%-8.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,985 | $4,933-39.5% | $4,851-38.5% | $4,528-34.1% |
| Admin fee / account holder | $9 | $225-95.8% | $8,252-99.9% | $348-97.3% |