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 36-3580924 | Recordkeeping | $5,313 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,937 | $56,629-43.6% | $77,999-59.1% | $55,167-42.1% |
| Participation rate | 72.8% | 73.3%-0.5pp | 75.5%-2.7pp | 69.0%+3.8pp |
| Annual return | 7.30% | 2866.98%-2859.7pp | 425.96%-418.7pp | 169.23%-161.9pp |
| Employer contribution / active EE | $340 | $1,723-80.3% | $2,470-86.2% | $1,963-82.7% |
| Participant deferral / active EE | $1,919 | $2,777-30.9% | $3,497-45.1% | $3,054-37.2% |
| Admin fee / account holder | $51 | $467-89.0% | $5,480-99.1% | $504-89.8% |