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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 64 · EIN 71-0294708 | Recordkeeping Fees | $3,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,438 | $75,388+27.9% | $123,544-21.9% | $55,725+73.1% |
| Participation rate | 69.7% | 75.7%-6.0pp | 82.3%-12.6pp | 70.9%-1.2pp |
| Annual return | -3.80% | 4.48%-8.3pp | 119.20%-123.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,780 | $3,063-41.9% | $4,628-61.5% | $2,078-14.4% |
| Participant deferral / active EE | $5,944 | $5,651+5.2% | $6,426-7.5% | $3,356+77.1% |
| Admin fee / account holder | $7 | $120-94.5% | $9,284-99.9% | $115-94.3% |