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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 36-4291971 | Advisory (Plan) | $6,235 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,085 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,767 | $60,323-68.9% | $81,812-77.1% | $74,495-74.8% |
| Participation rate | 83.0% | 62.9%+20.1pp | 72.3%+10.6pp | 67.2%+15.8pp |
| Annual return | 10.92% | 16.90%-6.0pp | 773.79%-762.9pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,438 | $2,620-45.1% | $2,912-50.6% | $2,623-45.2% |
| Participant deferral / active EE | $1,822 | $3,387-46.2% | $4,319-57.8% | $4,346-58.1% |
| Admin fee / account holder | $32 | $1,486-97.9% | $7,386-99.6% | $1,942-98.4% |