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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 | $760 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,980 | $72,254+6.5% | $86,677-11.2% | $64,808+18.8% |
| Participation rate | 41.6% | 80.4%-38.8pp | 76.6%-35.0pp | 71.5%-29.9pp |
| Annual return | -17.04% | 392.42%-409.5pp | 35.91%-52.9pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,150 | $2,393-52.0% | $2,836-59.5% | $2,506-54.1% |
| Participant deferral / active EE | $2,231 | $4,658-52.1% | $4,656-52.1% | $4,310-48.2% |
| Admin fee / account holder | $406 | $174+133.7% | $7,493-94.6% | $188+116.4% |