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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 | $125 |
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 | $26,411 | $73,404-64.0% | $87,100-69.7% | $67,579-60.9% |
| Participation rate | 87.5% | 80.9%+6.7pp | 76.9%+10.7pp | 71.3%+16.3pp |
| Annual return | 60.42% | 48.29%+12.1pp | 28.19%+32.2pp | 378.56%-318.1pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $7,295 | $3,913+86.5% | $4,049+80.2% | $3,539+106.1% |
| Admin fee / account holder | $76 | $142-46.0% | $7,497-99.0% | $142-46.3% |