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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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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $178,100 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 34-6565596 | Accounting | $48,200 |
NEPC, LLC7+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $26,200 |
Filed as: FIDELITY MGMT TRUST CO Service code 19 · EIN 04-3022712 | Securities Custodian | $24,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,388 | $144,996-41.1% | $111,297-23.3% | $93,030-8.2% |
| Participation rate | 61.3% | 86.2%-24.8pp | 77.3%-16.0pp | 73.9%-12.6pp |
| Annual return | 9.46% | 18.26%-8.8pp | 54.65%-45.2pp | 158.70%-149.2pp |
| Employer contribution / active EE | $1,836 | $3,056-39.9% | $2,731-32.8% | $2,706-32.1% |
| Participant deferral / active EE | $1,495 | $5,587-73.2% | $4,487-66.7% | $4,562-67.2% |
| Admin fee / account holder | $95 | $103-8.0% | $7,964-98.8% | $152-37.3% |