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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 14-0696635 | Recordkeeping | $5,254 |
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.
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 | $10,599 | $41,854-74.7% | $73,843-85.6% | $52,331-79.7% |
| Participation rate | 76.7% | 66.2%+10.5pp | 73.4%+3.3pp | 68.1%+8.6pp |
| Annual return | 1.26% | 2.11%-0.8pp | 2267.84%-2266.6pp | 4.54%-3.3pp |
| Employer contribution / active EE | $846 | $1,920-56.0% | $2,787-69.7% | $1,882-55.1% |
| Participant deferral / active EE | $694 | $2,498-72.2% | $3,583-80.6% | $3,022-77.0% |
| Admin fee / account holder | $28 | $493-94.2% | $4,880-99.4% | $592-95.2% |