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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 64 · EIN 39-6040276 | Recordkeeping Fees | $4,035 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,332 | $42,353-54.4% | $79,550-75.7% | $64,808-70.2% |
| Participation rate | 39.5% | 64.8%-25.3pp | 69.5%-30.0pp | 71.5%-32.0pp |
| Annual return | 8.09% | -12.24%+20.3pp | 0.16%+7.9pp | 32.82%-24.7pp |
| Employer contribution / active EE | $461 | $1,181-61.0% | $2,413-80.9% | $2,506-81.6% |
| Participant deferral / active EE | $794 | $3,170-74.9% | $3,985-80.1% | $4,310-81.6% |
| Admin fee / account holder | $42 | $160-73.5% | $6,832-99.4% | $188-77.5% |