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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 26 · EIN 56-1616567 | Advisory (Participants) | $62,155 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $8,821 |
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 | $26,917 | $78,275-65.6% | $109,143-75.3% | $86,799-69.0% |
| Participation rate | 94.1% | 73.8%+20.2pp | 75.9%+18.2pp | 72.3%+21.8pp |
| Annual return | 18.06% | 19.14%-1.1pp | 25.75%-7.7pp | 97.91%-79.9pp |
| Employer contribution / active EE | $2,376 | $3,105-23.5% | $3,722-36.2% | $2,405-1.2% |
| Participant deferral / active EE | $3,626 | $3,641-0.4% | $4,653-22.1% | $4,131-12.2% |
| Admin fee / account holder | $186 | $198-6.4% | $6,752-97.2% | $170+9.5% |