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 64 · EIN 39-6040276 | Recordkeeping Fees | $4,085 |
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 | $29,976 | $51,197-41.4% | $82,719-63.8% | $66,914-55.2% |
| Participation rate | 88.6% | 67.8%+20.8pp | 72.6%+16.1pp | 69.8%+18.8pp |
| Annual return | -13.64% | -9.64%-4.0pp | 701.18%-714.8pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,898 | $2,611-27.3% | $3,009-36.9% | $2,544-25.4% |
| Participant deferral / active EE | $4,386 | $3,458+26.8% | $4,395-0.2% | $4,237+3.5% |
| Admin fee / account holder | $41 | $416-90.0% | $5,329-99.2% | $593-93.0% |