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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 | $2,608 |
Participant 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 | $24,517 | $99,957-75.5% | $149,696-83.6% | $73,488-66.6% |
| Participation rate | 87.8% | 75.7%+12.1pp | 82.5%+5.3pp | 70.7%+17.1pp |
| Annual return | 15.56% | 53.87%-38.3pp | 276.60%-261.0pp | 28.51%-13.0pp |
| Employer contribution / active EE | $889 | $3,191-72.1% | $4,644-80.9% | $2,270-60.8% |
| Participant deferral / active EE | $1,724 | $6,073-71.6% | $6,842-74.8% | $3,740-53.9% |
| Admin fee / account holder | $125 | $551-77.4% | $9,309-98.7% | $513-75.7% |