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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 26 · EIN 71-0294708 | Advisory (Participants) | $1,615 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,971 | $93,182-83.9% | $146,665-89.8% | $79,386-81.1% |
| Participation rate | 72.5% | 76.4%-3.9pp | 80.1%-7.6pp | 70.7%+1.8pp |
| Annual return | 16.51% | 21.61%-5.1pp | 22.74%-6.2pp | 116.85%-100.3pp |
| Employer contribution / active EE | $639 | $2,420-73.6% | $4,136-84.5% | $2,427-73.7% |
| Participant deferral / active EE | $3,047 | $4,169-26.9% | $5,506-44.7% | $4,046-24.7% |
| Admin fee / account holder | $8 | $585-98.6% | $10,280-99.9% | $626-98.7% |