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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 39-6040276 | Recordkeeping Fees | $6,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,894 | $43,504-8.3% | $68,793-42.0% | $56,287-29.1% |
| Participation rate | 57.8% | 67.8%-10.0pp | 72.2%-14.4pp | 69.9%-12.1pp |
| Annual return | -6.89% | -3.15%-3.7pp | -4.63%-2.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $3,695 | $1,525+142.2% | $2,625+40.7% | $2,111+75.0% |
| Participant deferral / active EE | $2,501 | $2,509-0.3% | $3,311-24.5% | $3,350-25.3% |
| Admin fee / account holder | $83 | $515-83.9% | $5,131-98.4% | $521-84.1% |