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 15 · EIN 16-1450962 | Recordkeeping | $87,165 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,309 | $76,670+86.9% | $96,683+48.2% | $71,457+100.6% |
| Participation rate | 81.9% | 66.6%+15.4pp | 74.3%+7.6pp | 67.9%+14.0pp |
| Annual return | -5.19% | 48.29%-53.5pp | 35.69%-40.9pp | 28.85%-34.0pp |
| Employer contribution / active EE | $7,325 | $3,031+141.6% | $3,737+96.0% | $2,588+183.1% |
| Participant deferral / active EE | $2,137 | $3,771-43.3% | $4,878-56.2% | $4,289-50.2% |
| Admin fee / account holder | $525 | $2,028-74.1% | $6,730-92.2% | $1,587-66.9% |