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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 8-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 65-0608221 | Recordkeeping | $59,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,774 | $101,317-38.0% | $146,958-57.3% | $74,495-15.7% |
| Participation rate | 50.7% | 75.5%-24.9pp | 82.2%-31.5pp | 67.2%-16.5pp |
| Annual return | 8.04% | 8730.91%-8722.9pp | 418.34%-410.3pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $1,554 | $3,810-59.2% | $4,933-68.5% | $2,623-40.8% |
| Participant deferral / active EE | $3,353 | $7,303-54.1% | $8,070-58.4% | $4,346-22.8% |
| Admin fee / account holder | $391 | $1,739-77.5% | $12,998-97.0% | $1,942-79.9% |