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 30-0219031 | Recordkeeping | $16,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,162 | $59,263+37.0% | $96,562-15.9% | $79,386+2.2% |
| Participation rate | 51.9% | 61.9%-10.0pp | 69.8%-17.9pp | 70.7%-18.8pp |
| Annual return | 15.38% | 27.07%-11.7pp | 37.78%-22.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $1,565 | $1,216+28.7% | $2,356-33.6% | $2,427-35.5% |
| Participant deferral / active EE | $3,297 | $2,948+11.8% | $3,849-14.3% | $4,046-18.5% |
| Admin fee / account holder | $156 | $658-76.4% | $6,181-97.5% | $626-75.2% |