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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 8-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 | $0 |
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 | $27,995 | $96,018-70.8% | $65,493-57.3% | $85,563-67.3% |
| Participation rate | 97.1% | 74.8%+22.3pp | 73.1%+24.0pp | 66.0%+31.1pp |
| Annual return | 22.96% | 14.51%+8.4pp | 982.45%-959.5pp | 31.51%-8.6pp |
| Employer contribution / active EE | $2,384 | $3,235-26.3% | $2,574-7.4% | $2,654-10.2% |
| Participant deferral / active EE | $3,881 | $4,055-4.3% | $3,961-2.0% | $4,375-11.3% |
| Admin fee / account holder | $172 | $271-36.5% | $5,028-96.6% | $834-79.4% |