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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 39-6040276 | Recordkeeping Fees | $4,310 |
Annual investment return 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 | $24,065 | $65,376-63.2% | $87,100-72.4% | $65,185-63.1% |
| Participation rate | 81.5% | 75.3%+6.2pp | 76.9%+4.7pp | 70.2%+11.3pp |
| Annual return | 3.97% | 31.27%-27.3pp | 28.19%-24.2pp | 29.38%-25.4pp |
| Employer contribution / active EE | $2,464 | $1,822+35.2% | $2,521-2.3% | $2,177+13.2% |
| Participant deferral / active EE | $3,496 | $3,388+3.2% | $4,049-13.6% | $3,514-0.5% |
| Admin fee / account holder | $25 | $520-95.1% | $7,497-99.7% | $847-97.0% |