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 | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,179 | $70,908-47.6% | $98,907-62.4% | $73,488-49.4% |
| Participation rate | 37.6% | 73.8%-36.1pp | 76.0%-38.4pp | 70.7%-33.1pp |
| Annual return | 18.93% | 34.17%-15.2pp | 196.43%-177.5pp | 28.51%-9.6pp |
| Employer contribution / active EE | $786 | $2,036-61.4% | $2,689-70.8% | $2,270-65.4% |
| Participant deferral / active EE | $1,495 | $3,500-57.3% | $4,244-64.8% | $3,740-60.0% |
| Admin fee / account holder | $246 | $535-54.1% | $6,642-96.3% | $513-52.1% |