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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 62-1874769 | Recordkeeping | $13,565 |
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,731 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $1,803 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,774 | $30,086-94.1% | $61,373-97.1% | $64,808-97.3% |
| Participation rate | 29.6% | 36.4%-6.8pp | 52.6%-23.0pp | 71.5%-41.9pp |
| Annual return | -18.52% | -13.99%-4.5pp | 338.61%-357.1pp | 32.82%-51.3pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,159-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $170 | $1,126-84.9% | $2,125-92.0% | $4,310-96.1% |
| Admin fee / account holder | $50 | $148-66.0% | $2,130-97.6% | $188-73.2% |