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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 4-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 13 · EIN 42-0127290 | Contract Administrator | $15,925 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,494 | $60,323-72.7% | $81,812-79.8% | $74,495-77.9% |
| Participation rate | 99.4% | 62.9%+36.5pp | 72.3%+27.0pp | 67.2%+32.2pp |
| Annual return | 11.31% | 16.90%-5.6pp | 773.79%-762.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $4,603 | $2,620+75.6% | $2,912+58.0% | $2,623+75.5% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $97 | $1,486-93.5% | $7,386-98.7% | $1,942-95.0% |