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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.
See the 10-year trajectory with Solo.
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 | $10,258 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,367 | $60,165-61.2% | $74,183-68.5% | $55,167-57.6% |
| Participation rate | 83.0% | 74.2%+8.8pp | 76.6%+6.4pp | 69.0%+14.0pp |
| Annual return | 11.72% | 10.00%+1.7pp | 17.74%-6.0pp | 169.23%-157.5pp |
| Employer contribution / active EE | $217 | $1,600-86.4% | $2,370-90.8% | $1,963-88.9% |
| Participant deferral / active EE | $1,574 | $2,973-47.0% | $3,550-55.7% | $3,054-48.5% |
| Admin fee / account holder | $67 | $419-84.0% | $5,586-98.8% | $504-86.7% |