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 |
|---|---|---|
EIDE BAILLY LLP1 year Service code 10 PO BOX 1914 · BISMARK, ND 585021914 | Accounting | $9,745 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $22,057 | $73,867-70.1% | $143,757-84.7% | $68,494-67.8% |
| Participation rate | 29.8% | 66.7%-36.9pp | 80.3%-50.5pp | 67.9%-38.1pp |
| Annual return | -14.47% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $351 | $3,184-89.0% | $4,951-92.9% | $2,596-86.5% |
| Participant deferral / active EE | $1,229 | $3,384-63.7% | $5,637-78.2% | $4,027-69.5% |
| Admin fee / account holder | $311 | $5,755-94.6% | $14,673-97.9% | $5,403-94.2% |