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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 9-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 13-4023176 | Advisory (Participants) | $31,500 |
Service code 26 · EIN 01-0233346 | Advisory (Participants) | $5,044 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,219 | $50,127-65.7% | $149,673-88.5% | $80,160-78.5% |
| Participation rate | 38.5% | 64.3%-25.8pp | 78.8%-40.3pp | 72.9%-34.4pp |
| Annual return | 19.08% | 29.82%-10.7pp | 134.42%-115.3pp | 40.38%-21.3pp |
| Employer contribution / active EE | $178 | $1,865-90.4% | $4,818-96.3% | $2,978-94.0% |
| Participant deferral / active EE | $1,674 | $3,194-47.6% | $5,680-70.5% | $5,017-66.6% |
| Admin fee / account holder | $97 | $153-36.3% | $13,210-99.3% | $145-32.9% |