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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 35-0145825 | Recordkeeping | $12,863 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,528 | $58,778+48.9% | $129,207-32.3% | $77,643+12.7% |
| Participation rate | 23.8% | 59.2%-35.4pp | 69.6%-45.8pp | 70.6%-46.7pp |
| Annual return | 10.85% | 24.73%-13.9pp | 9417.33%-9406.5pp | 31.24%-20.4pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,153-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,077 | $3,212-66.5% | $4,168-74.1% | $4,647-76.8% |
| Admin fee / account holder | $2 | $589-99.7% | $7,715-100.0% | $430-99.6% |