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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 01-0233346 | Recordkeeping | $1,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,658 | $65,061-54.4% | $143,757-79.4% | $66,914-55.7% |
| Participation rate | 37.4% | 65.2%-27.8pp | 80.3%-42.9pp | 69.8%-32.4pp |
| Annual return | -18.47% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $794 | $2,361-66.3% | $4,951-84.0% | $2,544-68.8% |
| Participant deferral / active EE | $1,406 | $2,919-51.8% | $5,637-75.1% | $4,237-66.8% |
| Admin fee / account holder | $359 | $502-28.6% | $14,673-97.6% | $593-39.6% |