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 | $2,085 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,165 | $71,883+56.0% | $86,677+29.4% | $68,494+63.8% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.5pp | 67.9%+24.2pp |
| Annual return | 3.30% | 3.52%-0.2pp | 35.91%-32.6pp | -7.84%+11.1pp |
| Employer contribution / active EE | $424 | $2,173-80.5% | $2,836-85.0% | $2,596-83.7% |
| Participant deferral / active EE | $3,923 | $3,779+3.8% | $4,656-15.7% | $4,027-2.6% |
| Admin fee / account holder | $21 | $6,112-99.7% | $7,493-99.7% | $5,403-99.6% |