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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 48-1205033 | Recordkeeping | $21,435 |
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 | $47,384 | $56,485-16.1% | $185,823-74.5% | $86,799-45.4% |
| Participation rate | 37.5% | 65.5%-28.0pp | 81.7%-44.2pp | 72.3%-34.8pp |
| Annual return | 15.66% | 118.04%-102.4pp | 122.05%-106.4pp | 97.91%-82.2pp |
| Employer contribution / active EE | $276 | $1,843-85.0% | $5,167-94.7% | $2,405-88.5% |
| Participant deferral / active EE | $1,145 | $2,553-55.1% | $5,568-79.4% | $4,131-72.3% |
| Admin fee / account holder | $162 | $150+8.6% | $16,237-99.0% | $170-4.2% |