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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 64 · EIN 84-0467907 | Recordkeeping Fees | $9,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $39,332 | $80,753-51.3% | $136,294-71.1% | $62,292-36.9% |
| Participation rate | 47.7% | 73.5%-25.9pp | 81.9%-34.3pp | 69.5%-21.9pp |
| Annual return | 17.26% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,484 | $5,164-32.5% | $6,247-44.2% | $3,169+9.9% |
| Admin fee / account holder | $164 | $525-68.7% | $9,243-98.2% | $479-65.7% |