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 6-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 71-0294708 | Recordkeeping Fees | $56,035 |
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 | $40,117 | $104,317-61.5% | $159,436-74.8% | $86,799-53.8% |
| Participation rate | 60.0% | 77.7%-17.7pp | 82.8%-22.8pp | 72.3%-12.3pp |
| Annual return | 23.21% | 26.32%-3.1pp | 263.57%-240.4pp | 97.91%-74.7pp |
| Employer contribution / active EE | $1,832 | $3,451-46.9% | $4,829-62.1% | $2,405-23.8% |
| Participant deferral / active EE | $8,980 | $6,837+31.4% | $7,352+22.1% | $4,131+117.4% |
| Admin fee / account holder | $80 | $172-53.6% | $10,799-99.3% | $170-52.8% |