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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 | $10,985 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,317 | $37,213-37.3% | $156,549-85.1% | $63,975-63.6% |
| Participation rate | 16.7% | 65.0%-48.3pp | 84.0%-67.3pp | 71.1%-54.4pp |
| Annual return | 8.53% | 47.89%-39.4pp | 32.23%-23.7pp | 48.65%-40.1pp |
| Employer contribution / active EE | $234 | $1,357-82.7% | $5,501-95.7% | $2,182-89.3% |
| Participant deferral / active EE | $497 | $2,070-76.0% | $4,871-89.8% | $3,356-85.2% |
| Admin fee / account holder | $15 | $56-73.4% | $13,027-99.9% | $70-78.7% |