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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 | $22,873 |
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 | $6,714 | $105,181-93.6% | $159,436-95.8% | $85,850-92.2% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.8%+1.6pp | 69.3%+15.1pp |
| Annual return | 17.07% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $6,002 | $3,318+80.9% | $4,829+24.3% | $2,565+134.0% |
| Participant deferral / active EE | $837 | $5,945-85.9% | $7,352-88.6% | $3,952-78.8% |
| Admin fee / account holder | $137 | $6,933-98.0% | $10,799-98.7% | $6,260-97.8% |