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 4-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 | $95,032 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,722 |
METZ & ASSOCIATES PLLC2 years Filed as: METZ AND ASSOCIATES PLLC Service code 99 · EIN 46-4558541 | Other Fees | $5,375 |
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 | $74,244 | $106,028-30.0% | $146,958-49.5% | $77,643-4.4% |
| Participation rate | 69.6% | 78.4%-8.7pp | 82.2%-12.5pp | 70.6%-1.0pp |
| Annual return | 18.65% | 56.73%-38.1pp | 418.34%-399.7pp | 31.24%-12.6pp |
| Employer contribution / active EE | $4,504 | $4,063+10.9% | $4,933-8.7% | $2,726+65.2% |
| Participant deferral / active EE | $9,396 | $7,990+17.6% | $8,070+16.4% | $4,647+102.2% |
| Admin fee / account holder | $148 | $337-56.2% | $12,998-98.9% | $430-65.7% |