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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 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 | $56,215 | $86,332-34.9% | $125,175-55.1% | $65,185-13.8% |
| Participation rate | 46.2% | 75.3%-29.1pp | 79.8%-33.6pp | 70.2%-24.0pp |
| Annual return | 26.71% | 27.43%-0.7pp | 43.79%-17.1pp | 29.38%-2.7pp |
| Employer contribution / active EE | $590 | $2,040-71.1% | $3,865-84.7% | $2,177-72.9% |
| Participant deferral / active EE | $2,483 | $3,537-29.8% | $4,937-49.7% | $3,514-29.3% |
| Admin fee / account holder | $109 | $609-82.1% | $9,702-98.9% | $847-87.1% |