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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 | $162 |
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 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 | $24,952 | $89,652-72.2% | $141,162-82.3% | $65,185-61.7% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.5%+9.5pp | 70.2%+21.8pp |
| Annual return | 26.42% | 32.79%-6.4pp | 71.39%-45.0pp | 29.38%-3.0pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,386 | $5,691-58.1% | $6,709-64.4% | $3,514-32.1% |
| Admin fee / account holder | $20 | $569-96.5% | $10,261-99.8% | $847-97.6% |