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 30-0219031 | Recordkeeping | $30,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,735 | $55,415-30.1% | $155,509-75.1% | $74,495-48.0% |
| Participation rate | 68.6% | 61.9%+6.7pp | 78.2%-9.5pp | 67.2%+1.4pp |
| Annual return | 16.49% | 268.50%-252.0pp | 64.67%-48.2pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,714 | $2,267-24.4% | $4,672-63.3% | $2,623-34.6% |
| Participant deferral / active EE | $3,700 | $2,836+30.5% | $5,626-34.2% | $4,346-14.9% |
| Admin fee / account holder | $291 | $1,738-83.3% | $15,912-98.2% | $1,942-85.0% |