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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 26 · EIN 71-0294708 | Advisory (Participants) | $30,206 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 99 · EIN 14-1764768 | Other 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,313 | $55,415-2.0% | $155,509-65.1% | $74,495-27.1% |
| Participation rate | 38.4% | 61.9%-23.5pp | 78.2%-39.8pp | 67.2%-28.8pp |
| Annual return | 12.53% | 268.50%-256.0pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $270 | $2,267-88.1% | $4,672-94.2% | $2,623-89.7% |
| Participant deferral / active EE | $815 | $2,836-71.3% | $5,626-85.5% | $4,346-81.2% |
| Admin fee / account holder | $315 | $1,738-81.9% | $15,912-98.0% | $1,942-83.8% |