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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 7-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 27 · EIN 71-0294708 | Advisory (Plan) | $1,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,195 | $82,093-55.9% | $379,746-90.5% | $73,409-50.7% |
| Participation rate | 35.4% | 76.8%-41.4pp | 78.4%-43.0pp | 72.2%-36.8pp |
| Annual return | 23.05% | 18.89%+4.2pp | 34.90%-11.9pp | 59.29%-36.2pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $3,540-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $285 | $4,697-93.9% | $6,024-95.3% | $3,805-92.5% |
| Admin fee / account holder | $72 | $128-43.8% | $7,927-99.1% | $158-54.6% |