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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 27 · EIN 35-2552359 | Advisory (Plan) | $60,755 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,145 | $88,770-61.5% | $109,143-68.7% | $93,030-63.3% |
| Participation rate | 53.3% | 81.5%-28.1pp | 75.9%-22.5pp | 73.9%-20.6pp |
| Annual return | 14.21% | 60.64%-46.4pp | 25.75%-11.5pp | 158.70%-144.5pp |
| Employer contribution / active EE | $667 | $3,780-82.4% | $3,722-82.1% | $2,706-75.3% |
| Participant deferral / active EE | $2,039 | $3,630-43.8% | $4,653-56.2% | $4,562-55.3% |
| Admin fee / account holder | $113 | $172-34.4% | $6,752-98.3% | $152-25.4% |