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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 15 · EIN 35-0145825 | Recordkeeping | $18,640 |
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 | $11,154 | $65,376-82.9% | $87,100-87.2% | $65,185-82.9% |
| Participation rate | 78.9% | 75.3%+3.6pp | 76.9%+2.1pp | 70.2%+8.7pp |
| Annual return | 26.41% | 31.27%-4.9pp | 28.19%-1.8pp | 29.38%-3.0pp |
| Employer contribution / active EE | $1,693 | $1,822-7.1% | $2,521-32.9% | $2,177-22.2% |
| Participant deferral / active EE | $2,390 | $3,388-29.5% | $4,049-41.0% | $3,514-32.0% |
| Admin fee / account holder | $24 | $520-95.3% | $7,497-99.7% | $847-97.1% |