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 | $3,404 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,317 | $76,050-37.8% | $96,544-51.0% | $71,457-33.8% |
| Participation rate | 73.3% | 74.4%-1.1pp | 76.0%-2.6pp | 67.9%+5.4pp |
| Annual return | 2.73% | 22.81%-20.1pp | 25.84%-23.1pp | 28.85%-26.1pp |
| Employer contribution / active EE | $1,598 | $2,244-28.8% | $2,965-46.1% | $2,588-38.3% |
| Participant deferral / active EE | $3,735 | $4,215-11.4% | $4,851-23.0% | $4,289-12.9% |
| Admin fee / account holder | $65 | $2,707-97.6% | $8,252-99.2% | $1,587-95.9% |