See peer percentile detail with Solo.
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 01-0233346 | Recordkeeping | $431 |
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.
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 | $23,243 | $50,956-54.4% | $96,562-75.9% | $86,799-73.2% |
| Participation rate | 30.7% | 65.2%-34.6pp | 69.8%-39.1pp | 72.3%-41.6pp |
| Annual return | 16.78% | 21.27%-4.5pp | 37.78%-21.0pp | 97.91%-81.1pp |
| Employer contribution / active EE | $576 | $1,111-48.1% | $2,356-75.5% | $2,405-76.0% |
| Participant deferral / active EE | $1,003 | $2,954-66.1% | $3,849-73.9% | $4,131-75.7% |
| Admin fee / account holder | $200 | $166+20.5% | $6,181-96.8% | $170+18.0% |