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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 35-0145825 | Recordkeeping | $26,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,895 | $28,601+105.9% | $71,735-17.9% | $66,914-12.0% |
| Participation rate | 47.4% | 56.7%-9.2pp | 62.3%-14.9pp | 69.8%-22.4pp |
| Annual return | -20.50% | -10.90%-9.6pp | 9.14%-29.6pp | 1.58%-22.1pp |
| Employer contribution / active EE | $1,439 | $1,104+30.3% | $1,704-15.5% | $2,544-43.4% |
| Participant deferral / active EE | $2,093 | $1,912+9.5% | $2,658-21.3% | $4,237-50.6% |
| Admin fee / account holder | $9 | $506-98.2% | $3,974-99.8% | $593-98.4% |