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 | $19,614 |
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 | $13,636 | $73,638-81.5% | $95,952-85.8% | $73,488-81.4% |
| Participation rate | 75.3% | 76.2%-0.9pp | 77.1%-1.8pp | 70.7%+4.6pp |
| Annual return | 13.28% | 16.78%-3.5pp | 91.61%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,630 | $1,863-12.5% | $2,541-35.8% | $2,270-28.2% |
| Participant deferral / active EE | $2,352 | $3,617-35.0% | $4,167-43.6% | $3,740-37.1% |
| Admin fee / account holder | $38 | $482-92.2% | $6,795-99.4% | $513-92.7% |