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 4-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 | $4,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,502 | $51,197-77.5% | $82,719-86.1% | $66,914-82.8% |
| Participation rate | 21.3% | 67.8%-46.5pp | 72.6%-51.2pp | 69.8%-48.5pp |
| Annual return | 0.00% | -9.64%+9.6pp | 701.18%-701.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $485 | $2,611-81.4% | $3,009-83.9% | $2,544-80.9% |
| Participant deferral / active EE | $1,492 | $3,458-56.8% | $4,395-66.0% | $4,237-64.8% |
| Admin fee / account holder | $42 | $416-89.8% | $5,329-99.2% | $593-92.9% |