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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 55 · EIN 35-2552359 | Other Commissions | $2,989 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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.
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 | $17,850 | $80,753-77.9% | $136,294-86.9% | $62,292-71.3% |
| Participation rate | 45.3% | 73.5%-28.2pp | 81.9%-36.6pp | 69.5%-24.2pp |
| Annual return | 23.61% | 35.83%-12.2pp | 5155.94%-5132.3pp | 28.90%-5.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,899 | $5,164-24.5% | $6,247-37.6% | $3,169+23.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |