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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 37 · EIN 04-2647786 | Loan Processing | $67,462 |
MY GROUP LLC4 years Filed as: SI GROUP Service code 17 · EIN 99-0242337 | Pension Consulting | $23,815 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $13,000 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $12,069 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,397 | $50,956-69.8% | $96,562-84.1% | $86,799-82.3% |
| Participation rate | 90.8% | 65.2%+25.6pp | 69.8%+21.0pp | 72.3%+18.5pp |
| Annual return | 1.54% | 21.27%-19.7pp | 37.78%-36.2pp | 97.91%-96.4pp |
| Employer contribution / active EE | $685 | $1,111-38.3% | $2,356-70.9% | $2,405-71.5% |
| Participant deferral / active EE | $1,875 | $2,954-36.5% | $3,849-51.3% | $4,131-54.6% |
| Admin fee / account holder | $152 | $166-8.3% | $6,181-97.5% | $170-10.2% |