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 | $1,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $30,894 | $100,801-69.4% | $149,696-79.4% | $73,409-57.9% |
| Participation rate | 25.5% | 77.7%-52.2pp | 82.5%-56.9pp | 72.2%-46.6pp |
| Annual return | 16.95% | 265.34%-248.4pp | 276.60%-259.7pp | 59.29%-42.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $619 | $6,404-90.3% | $6,842-90.9% | $3,805-83.7% |
| Admin fee / account holder | $27 | $181-85.3% | $9,309-99.7% | $158-83.2% |