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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 27 | Advisory (Plan) | $6,438 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,771 | $84,487-89.6% | $125,339-93.0% | $66,914-86.9% |
| Participation rate | 59.8% | 76.4%-16.6pp | 82.4%-22.6pp | 69.8%-10.0pp |
| Annual return | -17.39% | -8.39%-9.0pp | 572.05%-589.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,385 | $3,553-61.0% | $4,814-71.2% | $2,544-45.6% |
| Participant deferral / active EE | $2,641 | $6,781-61.0% | $7,446-64.5% | $4,237-37.7% |
| Admin fee / account holder | $76 | $685-88.9% | $10,010-99.2% | $593-87.2% |