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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 71-0294708 | Recordkeeping Fees | $950 |
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.
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 | $34,242 | $63,156-45.8% | $122,332-72.0% | $62,292-45.0% |
| Participation rate | 22.8% | 60.0%-37.2pp | 71.6%-48.8pp | 69.5%-46.7pp |
| Annual return | 15.82% | 20.61%-4.8pp | 30.27%-14.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $342 | $1,385-75.3% | $4,050-91.6% | $2,042-83.3% |
| Participant deferral / active EE | $1,090 | $2,321-53.0% | $3,287-66.8% | $3,169-65.6% |
| Admin fee / account holder | $12 | $440-97.3% | $5,478-99.8% | $479-97.5% |