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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 01-0233346 | Recordkeeping | $1,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,694 | $50,637+2.1% | $86,590-40.3% | $62,292-17.0% |
| Participation rate | 61.6% | 67.9%-6.3pp | 73.5%-11.9pp | 69.5%-7.9pp |
| Annual return | 12.04% | 20.80%-8.8pp | 964.84%-952.8pp | 28.90%-16.9pp |
| Employer contribution / active EE | $815 | $2,075-60.7% | $2,839-71.3% | $2,042-60.1% |
| Participant deferral / active EE | $1,981 | $2,611-24.1% | $3,609-45.1% | $3,169-37.5% |
| Admin fee / account holder | $181 | $413-56.3% | $4,906-96.3% | $479-62.3% |