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 01-0233346 | Recordkeeping | $1,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,650 | $93,571-73.7% | $135,903-81.9% | $75,163-67.2% |
| Participation rate | 19.1% | 75.2%-56.0pp | 81.9%-62.8pp | 67.2%-48.0pp |
| Annual return | 15.86% | 30.90%-15.0pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,394 | $6,404-47.0% | $7,758-56.3% | $4,125-17.7% |
| Admin fee / account holder | $105 | $6,975-98.5% | $10,762-99.0% | $5,651-98.1% |