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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 | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,908 | $29,369-83.3% | $77,482-93.7% | $73,409-93.3% |
| Participation rate | 8.7% | 37.9%-29.2pp | 54.2%-45.5pp | 72.2%-63.4pp |
| Annual return | 360.44% | 358.15%+2.3pp | 54.79%+305.7pp | 59.29%+301.2pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $315 | $941-66.5% | $1,861-83.0% | $3,805-91.7% |
| Admin fee / account holder | $67 | $123-45.8% | $2,858-97.7% | $158-57.9% |