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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 7-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 71-0294708 | Recordkeeping | $57,331 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,183 | $101,317-17.9% | $146,958-43.4% | $74,495+11.7% |
| Participation rate | 64.6% | 75.5%-10.9pp | 82.2%-17.5pp | 67.2%-2.6pp |
| Annual return | 15.55% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | -$8 | $3,810-100.2% | $4,933-100.2% | $2,623-100.3% |
| Participant deferral / active EE | $17,854 | $7,303+144.5% | $8,070+121.2% | $4,346+310.8% |
| Admin fee / account holder | $184 | $1,739-89.4% | $12,998-98.6% | $1,942-90.5% |