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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 | $2,516 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,304 | $73,933-90.1% | $96,683-92.4% | $75,163-90.3% |
| Participation rate | 82.9% | 66.4%+16.5pp | 74.3%+8.6pp | 67.2%+15.7pp |
| Annual return | 16.76% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,664 | $2,928-9.0% | $3,737-28.7% | $2,670-0.2% |
| Participant deferral / active EE | $683 | $3,659-81.3% | $4,878-86.0% | $4,125-83.5% |
| Admin fee / account holder | $124 | $5,216-97.6% | $6,730-98.2% | $5,651-97.8% |