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 13 · EIN 42-0127290 | Contract Administrator | $36,482 |
SC&H ATTEST SERVICES, P.C.3 years Filed as: SC& H ATTEST SERVICES Service code 10 · EIN 52-1743645 | Accounting | $25,854 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $19,970 | $34,677-42.4% | $77,024-74.1% | $64,808-69.2% |
| Participation rate | 19.5% | 49.8%-30.3pp | 67.9%-48.4pp | 71.5%-52.0pp |
| Annual return | -14.77% | -5.33%-9.4pp | 42.32%-57.1pp | 32.82%-47.6pp |
| Employer contribution / active EE | $786 | $1,370-42.6% | $2,812-72.0% | $2,506-68.6% |
| Participant deferral / active EE | $202 | $2,556-92.1% | $4,426-95.4% | $4,310-95.3% |
| Admin fee / account holder | $313 | $179+75.5% | $5,425-94.2% | $188+66.8% |