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 35-0145825 | Recordkeeping | $8,065 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $100 |
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 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 | $37,154 | $50,385-26.3% | $75,670-50.9% | $62,292-40.4% |
| Participation rate | 44.6% | 67.7%-23.1pp | 72.3%-27.7pp | 69.5%-24.9pp |
| Annual return | 14.56% | 19.90%-5.3pp | 27.34%-12.8pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,054 | $1,537-31.4% | $2,352-55.2% | $2,042-48.4% |
| Participant deferral / active EE | $1,929 | $2,445-21.1% | $3,142-38.6% | $3,169-39.1% |
| Admin fee / account holder | $11 | $384-97.1% | $5,800-99.8% | $479-97.6% |