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 | $12,832 |
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 | $25,212 | $53,165-52.6% | $86,188-70.7% | $74,419-66.1% |
| Participation rate | 43.8% | 64.9%-21.1pp | 69.0%-25.2pp | 70.7%-27.0pp |
| Annual return | 18.96% | 22.64%-3.7pp | 1168.45%-1149.5pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,021 | $1,210-15.6% | $2,380-57.1% | $2,637-61.3% |
| Participant deferral / active EE | $1,538 | $3,234-52.5% | $3,985-61.4% | $4,528-66.0% |
| Admin fee / account holder | $48 | $551-91.2% | $6,852-99.3% | $348-86.1% |