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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 13 · EIN 42-0127290 | Contract Administrator | $40,931 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 49 · EIN 42-1445429 | Other Services | $17,805 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $12,656 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,530 | $49,915+11.2% | $154,803-64.1% | $74,304-25.3% |
| Participation rate | 59.7% | 54.0%+5.8pp | 78.1%-18.3pp | 60.3%-0.6pp |
| Annual return | 9.13% | 34.06%-24.9pp | 58.88%-49.8pp | 29.43%-20.3pp |
| Employer contribution / active EE | $1,616 | $1,611+0.3% | $4,305-62.5% | $2,241-27.9% |
| Participant deferral / active EE | $2,286 | $2,255+1.4% | $5,540-58.7% | $3,767-39.3% |
| Admin fee / account holder | $278 | $2,189-87.3% | $14,329-98.1% | $2,969-90.6% |