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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 04-2675571 | Advisory (Participants) | $21,387 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $446 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,461 | $52,293+19.4% | $178,490-65.0% | $73,409-14.9% |
| Participation rate | 12.0% | 65.3%-53.4pp | 81.9%-69.9pp | 72.2%-60.2pp |
| Annual return | 19.29% | 34.75%-15.5pp | 151.07%-131.8pp | 59.29%-40.0pp |
| Employer contribution / active EE | $131 | $1,735-92.5% | $5,011-97.4% | $2,234-94.1% |
| Participant deferral / active EE | $1,682 | $2,332-27.9% | $5,202-67.7% | $3,805-55.8% |
| Admin fee / account holder | $532 | $127+317.7% | $13,984-96.2% | $158+236.9% |