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 | $1,790 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,656 | $65,435-51.6% | $86,677-63.5% | $66,914-52.7% |
| Participation rate | 76.7% | 75.5%+1.2pp | 76.6%+0.1pp | 69.8%+6.9pp |
| Annual return | -2.26% | -10.89%+8.6pp | 35.91%-38.2pp | 1.58%-3.8pp |
| Employer contribution / active EE | $938 | $2,153-56.4% | $2,836-66.9% | $2,544-63.1% |
| Participant deferral / active EE | $2,429 | $4,100-40.8% | $4,656-47.8% | $4,237-42.7% |
| Admin fee / account holder | $35 | $642-94.6% | $7,493-99.5% | $593-94.1% |