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 04-2647786 | Recordkeeping Fees | $1,875 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $34,178 | $88,890-61.5% | $102,423-66.6% | $77,643-56.0% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 15.49% | 24.98%-9.5pp | 29.32%-13.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,278 | $2,698-52.6% | $3,023-57.7% | $2,726-53.1% |
| Participant deferral / active EE | $5,477 | $5,145+6.4% | $5,053+8.4% | $4,647+17.9% |
| Admin fee / account holder | $2 | $235-99.3% | $9,451-100.0% | $430-99.6% |