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 | $886 |
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 | $26,284 | $30,086-12.6% | $61,373-57.2% | $64,808-59.4% |
| Participation rate | 32.0% | 36.4%-4.4pp | 52.6%-20.6pp | 71.5%-39.5pp |
| Annual return | -19.03% | -13.99%-5.0pp | 338.61%-357.6pp | 32.82%-51.8pp |
| Employer contribution / active EE | $122 | $536-77.2% | $1,159-89.5% | $2,506-95.1% |
| Participant deferral / active EE | $838 | $1,126-25.5% | $2,125-60.6% | $4,310-80.6% |
| Admin fee / account holder | $20 | $148-86.5% | $2,130-99.1% | $188-89.3% |