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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 26 · EIN 23-2286563 | Advisory (Participants) | $17,235 |
Service code 13 · EIN 42-1582751 | Contract Administrator | $5,524 |
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.
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 | $8,006 | $61,473-87.0% | $81,930-90.2% | $73,409-89.1% |
| Participation rate | 94.4% | 72.4%+22.0pp | 72.0%+22.4pp | 72.2%+22.3pp |
| Annual return | 13.86% | 28.26%-14.4pp | 29.49%-15.6pp | 59.29%-45.4pp |
| Employer contribution / active EE | $212 | $1,898-88.8% | $4,310-95.1% | $2,234-90.5% |
| Participant deferral / active EE | $1,468 | $3,080-52.3% | $7,107-79.3% | $3,805-61.4% |
| Admin fee / account holder | $71 | $125-43.5% | $5,158-98.6% | $158-55.1% |