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 10 · EIN 06-0971998 | Accounting | $2,561 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $614 |
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).
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 | $25,456 | $58,879-56.8% | $178,490-85.7% | $73,488-65.4% |
| Participation rate | 58.5% | 66.2%-7.7pp | 81.9%-23.4pp | 70.7%-12.2pp |
| Annual return | 20.56% | 24.86%-4.3pp | 151.07%-130.5pp | 28.51%-8.0pp |
| Employer contribution / active EE | $735 | $2,236-67.1% | $5,011-85.3% | $2,270-67.6% |
| Participant deferral / active EE | $1,438 | $2,567-44.0% | $5,202-72.4% | $3,740-61.6% |
| Admin fee / account holder | $14 | $400-96.5% | $13,984-99.9% | $513-97.3% |