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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 | $345 |
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 | $39,523 | $79,428-50.2% | $106,548-62.9% | $79,386-50.2% |
| Participation rate | 58.7% | 74.1%-15.5pp | 76.1%-17.5pp | 70.7%-12.0pp |
| Annual return | 48.67% | 18.27%+30.4pp | 26.80%+21.9pp | 116.85%-68.2pp |
| Employer contribution / active EE | $0 | $2,234-100.0% | $2,819-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,975 | $3,823-48.3% | $4,398-55.1% | $4,046-51.2% |
| Admin fee / account holder | $50 | $523-90.4% | $7,407-99.3% | $626-92.0% |