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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 37 · EIN 04-2647786 | Loan Processing | $26,772 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,223 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,321 | $58,655-0.6% | $91,989-36.6% | $65,185-10.5% |
| Participation rate | 93.5% | 75.3%+18.3pp | 78.6%+14.9pp | 70.2%+23.3pp |
| Annual return | 21.73% | 33.92%-12.2pp | 69.02%-47.3pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1 | $2,080-99.9% | $3,452-100.0% | $2,177-99.9% |
| Participant deferral / active EE | $6,965 | $5,474+27.2% | $5,923+17.6% | $3,514+98.2% |
| Admin fee / account holder | $310 | $434-28.5% | $7,743-96.0% | $847-63.4% |