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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 26 · EIN 71-0294708 | Advisory (Participants) | $20,969 |
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.
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 | $28,786 | $60,488-52.4% | $109,895-73.8% | $79,386-63.7% |
| Participation rate | 43.3% | 67.0%-23.7pp | 74.2%-30.9pp | 70.7%-27.4pp |
| Annual return | 17.72% | 189.57%-171.9pp | 29.45%-11.7pp | 116.85%-99.1pp |
| Employer contribution / active EE | $6 | $1,649-99.6% | $2,842-99.8% | $2,427-99.8% |
| Participant deferral / active EE | $4,908 | $3,220+52.4% | $4,048+21.3% | $4,046+21.3% |
| Admin fee / account holder | $138 | $605-77.2% | $6,066-97.7% | $626-78.0% |