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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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $66,072 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $29,512 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $17,325 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,455 | $65,908+17.5% | $81,812-5.3% | $77,643-0.2% |
| Participation rate | 63.7% | 65.8%-2.1pp | 72.3%-8.6pp | 70.6%-6.8pp |
| Annual return | 14.55% | 26.64%-12.1pp | 773.79%-759.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,744 | $3,505+92.4% | $4,319+56.2% | $4,647+45.1% |
| Admin fee / account holder | $168 | $526-68.1% | $7,386-97.7% | $430-61.0% |