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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 | $1,216 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,850 | $78,419-16.0% | $133,956-50.8% | $73,409-10.3% |
| Participation rate | 52.0% | 78.6%-26.6pp | 79.8%-27.8pp | 72.2%-20.2pp |
| Annual return | 21.09% | 33.35%-12.3pp | 45.09%-24.0pp | 59.29%-38.2pp |
| Employer contribution / active EE | $829 | $2,044-59.4% | $3,919-78.8% | $2,234-62.9% |
| Participant deferral / active EE | $1,389 | $3,925-64.6% | $5,048-72.5% | $3,805-63.5% |
| Admin fee / account holder | $370 | $161+129.4% | $8,927-95.9% | $158+134.4% |