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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 26 · EIN 71-0294708 | Advisory (Participants) | $3,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,248 | $58,644-39.9% | $177,989-80.2% | $199,593-82.3% |
| Participation rate | 6.7% | 65.5%-58.8pp | 77.1%-70.4pp | 72.0%-65.3pp |
| Annual return | 15.32% | 19.25%-3.9pp | 294.48%-279.2pp | 34.25%-18.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $3,949-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $299 | $4,248-93.0% | $6,276-95.2% | $5,087-94.1% |
| Admin fee / account holder | $19 | $145-87.0% | $10,363-99.8% | $269-93.0% |