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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 64 · EIN 71-0294708 | Recordkeeping Fees | $17,284 |
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 | $24,888 | $108,549-77.1% | $156,263-84.1% | $85,563-70.9% |
| Participation rate | 64.6% | 77.1%-12.5pp | 78.9%-14.3pp | 66.0%-1.4pp |
| Annual return | 19.06% | 21.79%-2.7pp | 59.47%-40.4pp | 31.51%-12.5pp |
| Employer contribution / active EE | $1,394 | $2,690-48.2% | $4,333-67.8% | $2,654-47.5% |
| Participant deferral / active EE | $2,332 | $4,800-51.4% | $6,158-62.1% | $4,375-46.7% |
| Admin fee / account holder | $66 | $650-89.9% | $14,255-99.5% | $834-92.1% |