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 30-0219031 | Recordkeeping | $113,363 |
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).
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 | $203,709 | $79,428+156.5% | $106,548+91.2% | $79,386+156.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 13.24% | 18.27%-5.0pp | 26.80%-13.6pp | 116.85%-103.6pp |
| Employer contribution / active EE | $4,587 | $2,234+105.3% | $2,819+62.7% | $2,427+89.0% |
| Participant deferral / active EE | $4,683 | $3,823+22.5% | $4,398+6.5% | $4,046+15.8% |
| Admin fee / account holder | $782 | $523+49.5% | $7,407-89.4% | $626+24.8% |