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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 84-0467907 | Recordkeeping | $256 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,693 | $49,451-76.4% | $79,550-85.3% | $66,914-82.5% |
| Participation rate | 62.3% | 61.3%+1.0pp | 69.5%-7.2pp | 69.8%-7.5pp |
| Annual return | -15.29% | 84.25%-99.5pp | 0.16%-15.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $454 | $1,266-64.2% | $2,413-81.2% | $2,544-82.2% |
| Participant deferral / active EE | $537 | $3,159-83.0% | $3,985-86.5% | $4,237-87.3% |
| Admin fee / account holder | $30 | $595-95.0% | $6,832-99.6% | $593-95.0% |