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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 60 · EIN 04-2647786 | Sub-TA Fees | $3,685 |
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.
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 | $18,204 | $69,763-73.9% | $67,502-73.0% | $74,495-75.6% |
| Participation rate | 50.3% | 71.4%-21.1pp | 72.9%-22.6pp | 67.2%-16.9pp |
| Annual return | 16.66% | -40.34%+57.0pp | 3512.12%-3495.5pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $92 | $2,704-96.6% | $2,731-96.6% | $2,623-96.5% |
| Participant deferral / active EE | $1,941 | $3,636-46.6% | $4,000-51.5% | $4,346-55.3% |
| Admin fee / account holder | $28 | $896-96.9% | $3,998-99.3% | $1,942-98.5% |