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 13-3646501 | Recordkeeping | $1,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,193 | $42,353-38.2% | $79,550-67.1% | $64,808-59.6% |
| Participation rate | 31.1% | 64.8%-33.7pp | 69.5%-38.4pp | 71.5%-40.4pp |
| Annual return | -16.48% | -12.24%-4.2pp | 0.16%-16.6pp | 32.82%-49.3pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,353 | $3,170-25.8% | $3,985-40.9% | $4,310-45.4% |
| Admin fee / account holder | $267 | $160+67.3% | $6,832-96.1% | $188+42.1% |