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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 35-0145825 | Recordkeeping | $57,544 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,316 | $29,516+33.2% | $77,482-49.3% | $90,288-56.5% |
| Participation rate | 5.6% | 33.7%-28.0pp | 54.2%-48.6pp | 73.4%-67.7pp |
| Annual return | 14.84% | 231.18%-216.3pp | 54.79%-39.9pp | 53.97%-39.1pp |
| Employer contribution / active EE | $97 | $381-74.5% | $986-90.2% | $2,524-96.2% |
| Participant deferral / active EE | $178 | $944-81.1% | $1,861-90.4% | $4,232-95.8% |
| Admin fee / account holder | $11 | $106-89.9% | $2,858-99.6% | $114-90.6% |