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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 26 · EIN 32-0781448 | Advisory (Participants) | $7,233 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,336 | $148,978-68.2% | $200,582-76.4% | $84,808-44.2% |
| Participation rate | 96.8% | 84.2%+12.6pp | 86.9%+10.0pp | 68.3%+28.5pp |
| Annual return | 26.96% | 28.16%-1.2pp | 42.33%-15.4pp | 40.90%-13.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,180 | $7,142+84.5% | $9,331+41.2% | $4,212+212.9% |
| Admin fee / account holder | $63 | $13,977-99.5% | $16,305-99.6% | $7,344-99.1% |