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 65-0608221 | Recordkeeping | $51,383 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,577 | $155,364-91.3% | $103,476-86.9% | $77,643-82.5% |
| Participation rate | 98.5% | 85.5%+13.0pp | 80.5%+18.0pp | 70.6%+27.9pp |
| Annual return | 16.75% | 19.02%-2.3pp | 23.90%-7.2pp | 31.24%-14.5pp |
| Employer contribution / active EE | $3,202 | $5,949-46.2% | $4,672-31.5% | $2,726+17.5% |
| Participant deferral / active EE | $4,454 | $8,482-47.5% | $6,623-32.7% | $4,647-4.2% |
| Admin fee / account holder | $107 | $503-78.7% | $9,413-98.9% | $430-75.1% |