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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 | $3,117 |
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 | $48,955 | $122,239-60.0% | $184,203-73.4% | $74,495-34.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.16% | 19.95%-9.8pp | 28.81%-18.7pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $7,205 | $4,537+58.8% | $6,427+12.1% | $2,623+174.7% |
| Participant deferral / active EE | $3,342 | $7,139-53.2% | $9,131-63.4% | $4,346-23.1% |
| Admin fee / account holder | $180 | $1,260-85.7% | $13,901-98.7% | $1,942-90.7% |