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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 27 · EIN 71-0294708 | Advisory (Plan) | $4,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $183,617 | $73,638+149.3% | $95,952+91.4% | $73,488+149.9% |
| Participation rate | 67.1% | 76.2%-9.1pp | 77.1%-10.0pp | 70.7%-3.6pp |
| Annual return | 8.58% | 16.78%-8.2pp | 91.61%-83.0pp | 28.51%-19.9pp |
| Employer contribution / active EE | $1,273 | $1,863-31.7% | $2,541-49.9% | $2,270-43.9% |
| Participant deferral / active EE | $3,054 | $3,617-15.6% | $4,167-26.7% | $3,740-18.3% |
| Admin fee / account holder | $10 | $482-98.0% | $6,795-99.9% | $513-98.1% |