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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 | $0 |
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 | $71,560 | $63,442+12.8% | $68,791+4.0% | $66,914+6.9% |
| Participation rate | 56.8% | 60.0%-3.2pp | 69.0%-12.2pp | 69.8%-13.0pp |
| Annual return | -13.29% | -8.29%-5.0pp | -6.38%-6.9pp | 1.58%-14.9pp |
| Employer contribution / active EE | $233 | $1,775-86.9% | $2,655-91.2% | $2,544-90.9% |
| Participant deferral / active EE | $2,433 | $2,945-17.4% | $3,941-38.3% | $4,237-42.6% |
| Admin fee / account holder | $17 | $577-97.1% | $4,932-99.7% | $593-97.2% |