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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 55 · EIN 26-4310632 | Other Commissions | $24,228 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,291 |
GOAD & COMPANY1 year Service code 10 · EIN 26-2683473 | Accounting | $7,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,065 | $76,000-49.9% | $154,107-75.3% | $64,186-40.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.94% | 30.32%-22.4pp | 735.12%-727.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $2,226 | $3,351-33.6% | $5,298-58.0% | $2,381-6.5% |
| Participant deferral / active EE | $859 | $3,175-73.0% | $5,081-83.1% | $3,470-75.3% |
| Admin fee / account holder | $173 | $5,596-96.9% | $13,411-98.7% | $4,888-96.5% |