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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 39-6040276 | Recordkeeping Fees | $4,160 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,556 | $49,451-64.5% | $79,550-77.9% | $66,914-73.8% |
| Participation rate | 56.0% | 61.3%-5.3pp | 69.5%-13.5pp | 69.8%-13.8pp |
| Annual return | -15.49% | 84.25%-99.7pp | 0.16%-15.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $211 | $1,266-83.3% | $2,413-91.3% | $2,544-91.7% |
| Participant deferral / active EE | $2,067 | $3,159-34.6% | $3,985-48.1% | $4,237-51.2% |
| Admin fee / account holder | $44 | $595-92.7% | $6,832-99.4% | $593-92.6% |