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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 | $138 |
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 | $41,736 | $43,133-3.2% | $89,391-53.3% | $73,488-43.2% |
| Participation rate | 15.7% | 55.0%-39.2pp | 68.0%-52.2pp | 70.7%-54.9pp |
| Annual return | 7.79% | 135.66%-127.9pp | 245.62%-237.8pp | 28.51%-20.7pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,469 | $2,445-39.9% | $3,890-62.2% | $3,740-60.7% |
| Admin fee / account holder | $157 | $444-64.7% | $4,881-96.8% | $513-69.4% |