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 64 · EIN 39-6040276 | Recordkeeping Fees | $8,525 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,928 | $45,031-53.5% | $84,966-75.4% | $77,643-73.0% |
| Participation rate | 18.9% | 48.7%-29.8pp | 67.5%-48.6pp | 70.6%-51.6pp |
| Annual return | 11.67% | 79.22%-67.5pp | 66.38%-54.7pp | 31.24%-19.6pp |
| Employer contribution / active EE | $125 | $1,609-92.2% | $2,727-95.4% | $2,726-95.4% |
| Participant deferral / active EE | $1,466 | $2,807-47.8% | $4,519-67.6% | $4,647-68.5% |
| Admin fee / account holder | $53 | $912-94.2% | $6,149-99.1% | $430-87.8% |