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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 | $350 |
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 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 | $18,585 | $77,813-76.1% | $123,544-85.0% | $64,186-71.0% |
| Participation rate | 98.8% | 74.7%+24.0pp | 82.3%+16.5pp | 69.6%+29.2pp |
| Annual return | -1.97% | 12.48%-14.5pp | 119.20%-121.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $3,133 | $3,014+4.0% | $4,628-32.3% | $2,381+31.6% |
| Participant deferral / active EE | $2,200 | $5,240-58.0% | $6,426-65.8% | $3,470-36.6% |
| Admin fee / account holder | $11 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |