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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 13-3689044 | Recordkeeping | $10,840 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,761 | $58,083-76.3% | $80,019-82.8% | $56,287-75.6% |
| Participation rate | 92.3% | 73.6%+18.7pp | 75.8%+16.5pp | 69.9%+22.5pp |
| Annual return | -2.99% | 34.61%-37.6pp | 11.22%-14.2pp | -9.96%+7.0pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,722 | $3,135-45.1% | $3,686-53.3% | $3,350-48.6% |
| Admin fee / account holder | $103 | $623-83.4% | $6,521-98.4% | $521-80.2% |