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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 13 · EIN 42-0127290 | Contract Administrator | $11,710 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,898 | $76,367-83.1% | $93,606-86.2% | $72,985-82.3% |
| Participation rate | 97.9% | 71.7%+26.1pp | 75.8%+22.1pp | 69.5%+28.4pp |
| Annual return | 22.71% | 25.82%-3.1pp | 32.76%-10.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,282 | $3,538-35.5% | $4,069-43.9% | $3,607-36.7% |
| Admin fee / account holder | $110 | $6,838-98.4% | $7,888-98.6% | $5,124-97.8% |