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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 9-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 | $13,107 |
MARKETING SERVICES1 year Service code 26 · EIN 99-9002026 | Advisory (Participants) | $6,426 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,103 | $74,706-74.4% | $75,696-74.8% | $79,386-75.9% |
| Participation rate | 77.2% | 75.3%+1.8pp | 74.8%+2.3pp | 70.7%+6.5pp |
| Annual return | 36.45% | 18.52%+17.9pp | 104.53%-68.1pp | 116.85%-80.4pp |
| Employer contribution / active EE | $588 | $2,590-77.3% | $2,743-78.6% | $2,427-75.8% |
| Participant deferral / active EE | $1,625 | $3,533-54.0% | $3,821-57.5% | $4,046-59.8% |
| Admin fee / account holder | $47 | $374-87.6% | $3,619-98.7% | $626-92.6% |