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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 01-0223334 | Recordkeeping | $11,313 |
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.
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 | $6,867 | $73,867-90.7% | $143,757-95.2% | $68,494-90.0% |
| Participation rate | 58.2% | 66.7%-8.5pp | 80.3%-22.1pp | 67.9%-9.7pp |
| Annual return | -20.11% | 1.01%-21.1pp | -0.04%-20.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $684 | $3,184-78.5% | $4,951-86.2% | $2,596-73.7% |
| Participant deferral / active EE | $1,032 | $3,384-69.5% | $5,637-81.7% | $4,027-74.4% |
| Admin fee / account holder | $174 | $5,755-97.0% | $14,673-98.8% | $5,403-96.8% |