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 9-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 35-0145825 | Recordkeeping | $15,781 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $9,298 |
WALZ GROUP6+ years Service code 10 · EIN 23-2328819 | Accounting | $3,195 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $58,282 | $69,362-16.0% | $101,248-42.4% | $73,488-20.7% |
| Participation rate | 68.0% | 68.4%-0.4pp | 75.8%-7.8pp | 70.7%-2.7pp |
| Annual return | 16.09% | 18.46%-2.4pp | 46.47%-30.4pp | 28.51%-12.4pp |
| Employer contribution / active EE | $456 | $2,628-82.7% | $3,660-87.5% | $2,270-79.9% |
| Participant deferral / active EE | $2,816 | $3,300-14.7% | $4,370-35.6% | $3,740-24.7% |
| Admin fee / account holder | $128 | $704-81.8% | $5,945-97.9% | $513-75.1% |