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 27 · EIN 47-1411118 | Advisory (Plan) | $24,457 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,828 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,017 | $58,290-57.1% | $98,442-74.6% | $86,799-71.2% |
| Participation rate | 33.8% | 68.3%-34.5pp | 73.3%-39.5pp | 72.3%-38.5pp |
| Annual return | 13.23% | 43.48%-30.3pp | 1492.73%-1479.5pp | 97.91%-84.7pp |
| Employer contribution / active EE | $249 | $2,008-87.6% | $2,960-91.6% | $2,405-89.6% |
| Participant deferral / active EE | $1,190 | $3,152-62.2% | $4,276-72.2% | $4,131-71.2% |
| Admin fee / account holder | $111 | $138-19.6% | $5,949-98.1% | $170-34.7% |