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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 71-0294708 | Recordkeeping | $3,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $53,980 | $65,435-17.5% | $86,677-37.7% | $66,914-19.3% |
| Participation rate | 57.6% | 75.5%-17.9pp | 76.6%-19.0pp | 69.8%-12.2pp |
| Annual return | -14.21% | -10.89%-3.3pp | 35.91%-50.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $496 | $2,153-77.0% | $2,836-82.5% | $2,544-80.5% |
| Participant deferral / active EE | $2,182 | $4,100-46.8% | $4,656-53.1% | $4,237-48.5% |
| Admin fee / account holder | $39 | $642-94.0% | $7,493-99.5% | $593-93.5% |