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 99 · EIN 47-1411118 | Other Fees | $20,573 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,650 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,627 | $64,119-33.5% | $112,228-62.0% | $66,914-36.3% |
| Participation rate | 51.4% | 68.5%-17.0pp | 75.1%-23.6pp | 69.8%-18.4pp |
| Annual return | -14.38% | -13.81%-0.6pp | 27.45%-41.8pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,103 | $3,005-63.3% | $3,635-69.7% | $2,544-56.7% |
| Participant deferral / active EE | $2,011 | $3,693-45.5% | $4,728-57.5% | $4,237-52.5% |
| Admin fee / account holder | $27 | $625-95.7% | $6,410-99.6% | $593-95.4% |