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 01-0233346 | Recordkeeping | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,812 | $46,100-80.9% | $86,590-89.8% | $69,631-87.3% |
| Participation rate | 32.5% | 67.2%-34.6pp | 73.5%-41.0pp | 70.7%-38.1pp |
| Annual return | 18.32% | 21.02%-2.7pp | 964.84%-946.5pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $427 | $1,850-76.9% | $2,839-84.9% | $2,032-79.0% |
| Participant deferral / active EE | $820 | $2,432-66.3% | $3,609-77.3% | $3,224-74.6% |
| Admin fee / account holder | $35 | $94-63.1% | $4,906-99.3% | $110-68.7% |