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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) | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,098 | $63,299-68.2% | $91,001-77.9% | $62,292-67.7% |
| Participation rate | 34.0% | 73.3%-39.3pp | 75.6%-41.6pp | 69.5%-35.5pp |
| Annual return | 27.82% | 20.99%+6.8pp | 4.60%+23.2pp | 28.90%-1.1pp |
| Employer contribution / active EE | $241 | $1,807-86.7% | $2,456-90.2% | $2,042-88.2% |
| Participant deferral / active EE | $1,423 | $2,943-51.7% | $3,547-59.9% | $3,169-55.1% |
| Admin fee / account holder | $36 | $468-92.3% | $5,417-99.3% | $479-92.5% |