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 35-0145825 | Recordkeeping | $25,705 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,235 | $79,171-82.0% | $102,423-86.1% | $74,495-80.9% |
| Participation rate | 84.8% | 74.8%+10.0pp | 76.5%+8.3pp | 67.2%+17.6pp |
| Annual return | 9.27% | 54.93%-45.7pp | 29.32%-20.1pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $2,097 | $2,362-11.2% | $3,023-30.6% | $2,623-20.0% |
| Participant deferral / active EE | $2,548 | $4,415-42.3% | $5,053-49.6% | $4,346-41.4% |
| Admin fee / account holder | $31 | $2,001-98.4% | $9,451-99.7% | $1,942-98.4% |