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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 73-1577418 | Recordkeeping | $6,603 |
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 | $91,572 | $93,182-1.7% | $146,665-37.6% | $79,386+15.3% |
| Participation rate | 65.0% | 76.4%-11.4pp | 80.1%-15.0pp | 70.7%-5.7pp |
| Annual return | 18.07% | 21.61%-3.5pp | 22.74%-4.7pp | 116.85%-98.8pp |
| Employer contribution / active EE | $352 | $2,420-85.4% | $4,136-91.5% | $2,427-85.5% |
| Participant deferral / active EE | $2,623 | $4,169-37.1% | $5,506-52.4% | $4,046-35.2% |
| Admin fee / account holder | $63 | $585-89.1% | $10,280-99.4% | $626-89.9% |