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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 64 · EIN 39-6040276 | Recordkeeping Fees | $1,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,939 | $58,512-35.2% | $84,015-54.8% | $72,985-48.0% |
| Participation rate | 53.0% | 61.2%-8.2pp | 69.0%-16.0pp | 69.5%-16.5pp |
| Annual return | 18.03% | 28.93%-10.9pp | 71.31%-53.3pp | 81.00%-63.0pp |
| Employer contribution / active EE | $6 | $1,163-99.5% | $1,983-99.7% | $2,440-99.8% |
| Participant deferral / active EE | $2,019 | $2,394-15.7% | $3,239-37.7% | $3,607-44.0% |
| Admin fee / account holder | $22 | $4,569-99.5% | $6,101-99.6% | $5,124-99.6% |