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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 | $541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,983 | $89,355-79.9% | $141,162-87.3% | $72,985-75.4% |
| Participation rate | 56.3% | 75.1%-18.8pp | 82.5%-26.1pp | 69.5%-13.1pp |
| Annual return | 27.06% | 111.85%-84.8pp | 71.39%-44.3pp | 81.00%-53.9pp |
| Employer contribution / active EE | $3,632 | $3,114+16.6% | $4,735-23.3% | $2,440+48.8% |
| Participant deferral / active EE | $1,824 | $5,418-66.3% | $6,709-72.8% | $3,607-49.4% |
| Admin fee / account holder | $265 | $5,958-95.6% | $10,261-97.4% | $5,124-94.8% |