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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 | $4,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $36,687 | $78,485-53.3% | $106,213-65.5% | $74,495-50.8% |
| Participation rate | 69.9% | 72.8%-2.9pp | 75.3%-5.3pp | 67.2%+2.7pp |
| Annual return | 10.50% | 15.95%-5.4pp | 116.14%-105.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,470 | $2,523-41.7% | $3,171-53.6% | $2,623-43.9% |
| Participant deferral / active EE | $2,158 | $4,322-50.1% | $5,016-57.0% | $4,346-50.3% |
| Admin fee / account holder | $381 | $2,232-82.9% | $11,033-96.5% | $1,942-80.4% |