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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 26 · EIN 71-0294708 | Advisory (Participants) | $14,057 |
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 | $92,674 | $77,660+19.3% | $109,143-15.1% | $79,386+16.7% |
| Participation rate | 50.4% | 67.8%-17.4pp | 75.9%-25.5pp | 70.7%-20.3pp |
| Annual return | 14.91% | 23.44%-8.5pp | 25.75%-10.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $445 | $2,797-84.1% | $3,722-88.1% | $2,427-81.7% |
| Participant deferral / active EE | $4,524 | $3,518+28.6% | $4,653-2.8% | $4,046+11.8% |
| Admin fee / account holder | $82 | $732-88.8% | $6,752-98.8% | $626-87.0% |