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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 15 · EIN 35-0145825 | Recordkeeping | $11,268 |
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 | $39,895 | $23,385+70.6% | $69,182-42.3% | $57,658-30.8% |
| Participation rate | 15.3% | 37.9%-22.6pp | 55.1%-39.8pp | 70.2%-54.9pp |
| Annual return | 6.27% | -659.34%+665.6pp | -21.93%+28.2pp | 5.13%+1.1pp |
| Employer contribution / active EE | $375 | $422-11.1% | $1,206-68.9% | $1,974-81.0% |
| Participant deferral / active EE | $764 | $843-9.4% | $1,897-59.7% | $3,061-75.0% |
| Admin fee / account holder | $14 | $82-83.0% | $2,697-99.5% | $95-85.2% |