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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 | $844 |
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 | $6,905 | $36,916-81.3% | $156,549-95.6% | $57,658-88.0% |
| Participation rate | 83.5% | 63.4%+20.1pp | 84.0%-0.5pp | 70.2%+13.3pp |
| Annual return | 12.32% | 12.38%-0.1pp | 32.23%-19.9pp | 5.13%+7.2pp |
| Employer contribution / active EE | $983 | $1,571-37.4% | $5,501-82.1% | $1,974-50.2% |
| Participant deferral / active EE | $1,491 | $1,926-22.6% | $4,871-69.4% | $3,061-51.3% |
| Admin fee / account holder | $4 | $82-95.0% | $13,027-100.0% | $95-95.6% |