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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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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,061 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,646 | $130,194-60.3% | $169,993-69.6% | $71,457-27.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 2.57% | 20.37%-17.8pp | 53.37%-50.8pp | 28.85%-26.3pp |
| Employer contribution / active EE | $7,192 | $4,381+64.2% | $6,785+6.0% | $2,588+177.9% |
| Participant deferral / active EE | $3,544 | $6,923-48.8% | $10,408-65.9% | $4,289-17.4% |
| Admin fee / account holder | $136 | $966-85.9% | $12,815-98.9% | $1,587-91.4% |