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 15 · EIN 13-3689044 | Recordkeeping | $18,270 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,569 | $100,923-70.7% | $150,045-80.3% | $74,304-60.2% |
| Participation rate | 85.0% | 70.1%+14.9pp | 82.3%+2.6pp | 60.3%+24.6pp |
| Annual return | 27.49% | 51.77%-24.3pp | 62.55%-35.1pp | 29.43%-1.9pp |
| Employer contribution / active EE | $1,839 | $3,463-46.9% | $4,693-60.8% | $2,241-18.0% |
| Participant deferral / active EE | $6,035 | $6,709-10.0% | $7,997-24.5% | $3,767+60.2% |
| Admin fee / account holder | $119 | $2,767-95.7% | $13,435-99.1% | $2,969-96.0% |