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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 64 · EIN 04-2647786 | Recordkeeping Fees | $5,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,340 | $89,436-37.0% | $164,813-65.8% | $77,643-27.4% |
| Participation rate | 67.7% | 78.6%-10.9pp | 78.6%-10.9pp | 70.6%-2.9pp |
| Annual return | 10.46% | 28.83%-18.4pp | 69.93%-59.5pp | 31.24%-20.8pp |
| Employer contribution / active EE | $3,593 | $2,569+39.9% | $4,341-17.2% | $2,726+31.8% |
| Participant deferral / active EE | $6,041 | $4,897+23.4% | $6,031+0.2% | $4,647+30.0% |
| Admin fee / account holder | $92 | $339-72.9% | $12,690-99.3% | $430-78.6% |