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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 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $50,674 | $57,976-12.6% | $62,995-19.6% | $62,292-18.7% |
| Participation rate | 48.5% | 75.9%-27.4pp | 74.8%-26.3pp | 69.5%-21.0pp |
| Annual return | 14.60% | 17.54%-2.9pp | 87.57%-73.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,174 | $2,415-51.4% | $2,759-57.5% | $2,042-42.5% |
| Participant deferral / active EE | $2,230 | $2,956-24.5% | $3,329-33.0% | $3,169-29.6% |
| Admin fee / account holder | $1 | $276-99.8% | $3,600-100.0% | $479-99.9% |