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 99 · EIN 47-1411118 | Other Fees | $15,788 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,433 | $54,193-47.5% | $93,606-69.6% | $77,643-63.4% |
| Participation rate | 49.5% | 63.9%-14.4pp | 68.7%-19.2pp | 70.6%-21.1pp |
| Annual return | 12.02% | 30.54%-18.5pp | 133.20%-121.2pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,067 | $1,168-8.7% | $2,420-55.9% | $2,726-60.9% |
| Participant deferral / active EE | $1,967 | $3,144-37.4% | $4,411-55.4% | $4,647-57.7% |
| Admin fee / account holder | $40 | $576-93.1% | $8,285-99.5% | $430-90.8% |