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 | $33,157 |
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 | $30,723 | $73,867-58.4% | $143,757-78.6% | $68,494-55.1% |
| Participation rate | 82.4% | 66.7%+15.7pp | 80.3%+2.0pp | 67.9%+14.5pp |
| Annual return | -16.70% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,318 | $3,184-58.6% | $4,951-73.4% | $2,596-49.2% |
| Participant deferral / active EE | $3,896 | $3,384+15.1% | $5,637-30.9% | $4,027-3.3% |
| Admin fee / account holder | $313 | $5,755-94.6% | $14,673-97.9% | $5,403-94.2% |