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 | $850 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,897 | $40,174-48.0% | $84,015-75.1% | $67,579-69.1% |
| Participation rate | 46.9% | 62.7%-15.8pp | 69.0%-22.1pp | 71.3%-24.4pp |
| Annual return | 31.21% | 25.82%+5.4pp | 71.31%-40.1pp | 378.56%-347.3pp |
| Employer contribution / active EE | $408 | $808-49.5% | $1,983-79.4% | $2,148-81.0% |
| Participant deferral / active EE | $2,730 | $2,301+18.6% | $3,239-15.7% | $3,539-22.9% |
| Admin fee / account holder | $21 | $128-83.3% | $6,101-99.6% | $142-84.9% |