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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 | $973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $12,034 | $30,086-60.0% | $61,373-80.4% | $64,808-81.4% |
| Participation rate | 11.1% | 36.4%-25.3pp | 52.6%-41.5pp | 71.5%-60.4pp |
| Annual return | -18.76% | -13.99%-4.8pp | 338.61%-357.4pp | 32.82%-51.6pp |
| Employer contribution / active EE | $180 | $536-66.4% | $1,159-84.4% | $2,506-92.8% |
| Participant deferral / active EE | $243 | $1,126-78.5% | $2,125-88.6% | $4,310-94.4% |
| Admin fee / account holder | $211 | $148+42.3% | $2,130-90.1% | $188+12.3% |