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 01-0233346 | Recordkeeping | $12,857 |
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 | $29,615 | $54,517-45.7% | $75,972-61.0% | $74,495-60.2% |
| Participation rate | 87.2% | 60.3%+26.9pp | 69.1%+18.2pp | 67.2%+20.0pp |
| Annual return | 10.12% | 31.82%-21.7pp | 359.55%-349.4pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $574 | $1,777-67.7% | $2,685-78.6% | $2,623-78.1% |
| Participant deferral / active EE | $2,930 | $3,066-4.4% | $4,255-31.1% | $4,346-32.6% |
| Admin fee / account holder | $175 | $2,229-92.2% | $6,467-97.3% | $1,942-91.0% |