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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 26 · EIN 20-1090152 | Advisory (Participants) | $11,025 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,630 |
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 | $91,080 | $62,928+44.7% | $172,739-47.3% | $67,579+34.8% |
| Participation rate | 27.5% | 64.5%-37.0pp | 82.6%-55.2pp | 71.3%-43.8pp |
| Annual return | 18.28% | 30.36%-12.1pp | 802.84%-784.6pp | 378.56%-360.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $665 | $2,145-69.0% | $5,198-87.2% | $3,539-81.2% |
| Admin fee / account holder | $107 | $167-35.9% | $13,954-99.2% | $142-24.9% |