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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 | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,322 | $98,750-62.2% | $149,696-75.1% | $79,858-53.3% |
| Participation rate | 43.6% | 75.8%-32.2pp | 82.5%-38.9pp | 69.6%-26.0pp |
| Annual return | 19.59% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $687 | $3,216-78.6% | $4,644-85.2% | $2,471-72.2% |
| Participant deferral / active EE | $968 | $5,680-83.0% | $6,842-85.9% | $3,740-74.1% |
| Admin fee / account holder | $24 | $6,053-99.6% | $9,309-99.7% | $5,306-99.6% |