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 64 · EIN 39-6040276 | Recordkeeping Fees | $4,590 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,624 | $54,701-58.6% | $86,188-73.8% | $71,457-68.3% |
| Participation rate | 37.9% | 60.1%-22.3pp | 69.0%-31.1pp | 67.9%-30.1pp |
| Annual return | 16.87% | 20.06%-3.2pp | 1168.45%-1151.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $620 | $1,265-51.0% | $2,380-73.9% | $2,588-76.0% |
| Participant deferral / active EE | $1,058 | $3,108-65.9% | $3,985-73.4% | $4,289-75.3% |
| Admin fee / account holder | $47 | $1,922-97.5% | $6,852-99.3% | $1,587-97.0% |