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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 15 · EIN 35-0145825 | Recordkeeping | $10,179 |
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 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 | $20,084 | $47,977-58.1% | $154,107-87.0% | $56,287-64.3% |
| Participation rate | 39.1% | 66.2%-27.1pp | 83.0%-43.9pp | 69.9%-30.7pp |
| Annual return | 6.69% | 3.54%+3.2pp | 735.12%-728.4pp | -9.96%+16.6pp |
| Employer contribution / active EE | $283 | $2,169-87.0% | $5,298-94.7% | $2,111-86.6% |
| Participant deferral / active EE | $807 | $2,392-66.3% | $5,081-84.1% | $3,350-75.9% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |