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 | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,685 | $65,061-68.2% | $143,757-85.6% | $66,914-69.1% |
| Participation rate | 22.1% | 65.2%-43.0pp | 80.3%-58.2pp | 69.8%-47.7pp |
| Annual return | -17.73% | -11.14%-6.6pp | -0.04%-17.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $575 | $2,361-75.6% | $4,951-88.4% | $2,544-77.4% |
| Participant deferral / active EE | $1,077 | $2,919-63.1% | $5,637-80.9% | $4,237-74.6% |
| Admin fee / account holder | $14 | $502-97.1% | $14,673-99.9% | $593-97.6% |