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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 13-3689044 | Recordkeeping | $38,843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $17,755 | $42,886-58.6% | $88,946-80.0% | $85,563-79.2% |
| Participation rate | 25.5% | 37.9%-12.4pp | 68.8%-43.4pp | 66.0%-40.5pp |
| Annual return | 11.57% | 44.56%-33.0pp | 57.82%-46.3pp | 31.51%-19.9pp |
| Employer contribution / active EE | $295 | $1,147-74.3% | $2,555-88.4% | $2,654-88.9% |
| Participant deferral / active EE | $838 | $2,108-60.2% | $4,581-81.7% | $4,375-80.8% |
| Admin fee / account holder | $132 | $2,263-94.2% | $8,261-98.4% | $834-84.2% |