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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 | $4,446 |
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.
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 | $12,114 | $46,360-73.9% | $147,614-91.8% | $52,331-76.9% |
| Participation rate | 50.0% | 64.9%-14.9pp | 84.6%-34.6pp | 68.1%-18.1pp |
| Annual return | -0.43% | 1.62%-2.1pp | 61.98%-62.4pp | 4.54%-5.0pp |
| Employer contribution / active EE | $166 | $2,126-92.2% | $5,564-97.0% | $1,882-91.2% |
| Participant deferral / active EE | $689 | $2,258-69.5% | $4,895-85.9% | $3,022-77.2% |
| Admin fee / account holder | $3 | $766-99.7% | $11,611-100.0% | $592-99.6% |