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 64 · EIN 04-2647786 | Recordkeeping Fees | $225 |
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 | $88,379 | $53,345+65.7% | $121,098-27.0% | $74,419+18.8% |
| Participation rate | 52.6% | 60.0%-7.4pp | 69.5%-16.9pp | 70.7%-18.1pp |
| Annual return | 17.35% | 35.15%-17.8pp | 985.75%-968.4pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,667 | $1,898+40.5% | $4,164-36.0% | $2,637+1.1% |
| Participant deferral / active EE | $1,912 | $3,221-40.6% | $4,080-53.1% | $4,528-57.8% |
| Admin fee / account holder | $1 | $382-99.7% | $5,644-100.0% | $348-99.7% |