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 01-0233346 | Recordkeeping | $129,385 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,554 | $56,767-60.3% | $101,794-77.8% | $85,563-73.6% |
| Participation rate | 95.9% | 57.6%+38.3pp | 69.2%+26.7pp | 66.0%+29.9pp |
| Annual return | 18.35% | 17.76%+0.6pp | 30.53%-12.2pp | 31.51%-13.2pp |
| Employer contribution / active EE | $781 | $1,112-29.8% | $2,289-65.9% | $2,654-70.6% |
| Participant deferral / active EE | $3,691 | $2,720+35.7% | $4,084-9.6% | $4,375-15.6% |
| Admin fee / account holder | $197 | $1,098-82.1% | $8,777-97.8% | $834-76.4% |