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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 64 · EIN 71-0294708 | Recordkeeping Fees | $109,934 |
Annual investment return 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 | $10,838 | $56,467-80.8% | $95,585-88.7% | $102,872-89.5% |
| Participation rate | 82.9% | 62.1%+20.8pp | 72.1%+10.9pp | 73.0%+9.9pp |
| Annual return | 12.31% | 17.94%-5.6pp | 38.56%-26.3pp | 19.06%-6.8pp |
| Employer contribution / active EE | $692 | $1,216-43.1% | $2,527-72.6% | $3,526-80.4% |
| Participant deferral / active EE | $916 | $3,007-69.5% | $4,023-77.2% | $5,535-83.5% |
| Admin fee / account holder | $68 | $112-39.9% | $6,127-98.9% | $292-76.9% |