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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 01-0233346 | Recordkeeping | $5,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,849 | $75,828-85.7% | $147,614-92.7% | $59,632-81.8% |
| Participation rate | 67.8% | 71.6%-3.8pp | 84.6%-16.8pp | 68.7%-0.9pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $995 | $3,485-71.5% | $5,564-82.1% | $2,203-54.8% |
| Participant deferral / active EE | $2,622 | $3,130-16.2% | $4,895-46.4% | $3,192-17.8% |
| Admin fee / account holder | $73 | $5,985-98.8% | $11,611-99.4% | $4,297-98.3% |