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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 01-0233346 | Recordkeeping | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,960 | $50,464-70.4% | $75,781-80.3% | $52,331-71.4% |
| Participation rate | 33.0% | 66.8%-33.7pp | 75.8%-42.8pp | 68.1%-35.1pp |
| Annual return | -0.73% | 1.03%-1.8pp | 9.68%-10.4pp | 4.54%-5.3pp |
| Employer contribution / active EE | $217 | $1,988-89.1% | $3,323-93.5% | $1,882-88.5% |
| Participant deferral / active EE | $1,503 | $2,570-41.5% | $3,651-58.8% | $3,022-50.3% |
| Admin fee / account holder | $131 | $1,103-88.1% | $5,299-97.5% | $592-77.9% |