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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 04-2647786 | Recordkeeping Fees | $20,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,552 | $44,626-15.9% | $86,188-56.4% | $80,160-53.2% |
| Participation rate | 24.2% | 63.5%-39.3pp | 69.0%-44.7pp | 72.9%-48.7pp |
| Annual return | 18.65% | 19.61%-1.0pp | 1168.45%-1149.8pp | 40.38%-21.7pp |
| Employer contribution / active EE | $430 | $1,099-60.8% | $2,380-81.9% | $2,978-85.5% |
| Participant deferral / active EE | $952 | $2,769-65.6% | $3,985-76.1% | $5,017-81.0% |
| Admin fee / account holder | $19 | $133-85.6% | $6,852-99.7% | $145-86.8% |