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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 | $318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,739 | $64,119-73.9% | $112,228-85.1% | $66,914-75.0% |
| Participation rate | 66.0% | 68.5%-2.5pp | 75.1%-9.1pp | 69.8%-3.8pp |
| Annual return | -21.31% | -13.81%-7.5pp | 27.45%-48.8pp | 1.58%-22.9pp |
| Employer contribution / active EE | $1,004 | $3,005-66.6% | $3,635-72.4% | $2,544-60.5% |
| Participant deferral / active EE | $2,577 | $3,693-30.2% | $4,728-45.5% | $4,237-39.2% |
| Admin fee / account holder | $295 | $625-52.8% | $6,410-95.4% | $593-50.2% |