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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 | $21,042 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,207 | $48,698-19.5% | $93,606-58.1% | $199,593-80.4% |
| Participation rate | 21.6% | 63.5%-42.0pp | 68.7%-47.1pp | 72.0%-50.4pp |
| Annual return | 16.43% | 15.34%+1.1pp | 133.20%-116.8pp | 34.25%-17.8pp |
| Employer contribution / active EE | $357 | $1,135-68.5% | $2,420-85.2% | $3,034-88.2% |
| Participant deferral / active EE | $839 | $2,817-70.2% | $4,411-81.0% | $5,087-83.5% |
| Admin fee / account holder | $18 | $195-90.9% | $8,285-99.8% | $269-93.4% |