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 | $66,847 |
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).
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 | $28,267 | $50,815-44.4% | $155,509-81.8% | $77,643-63.6% |
| Participation rate | 51.1% | 63.1%-12.0pp | 78.2%-27.1pp | 70.6%-19.5pp |
| Annual return | 14.61% | 34.80%-20.2pp | 64.67%-50.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $419 | $1,993-79.0% | $4,672-91.0% | $2,726-84.6% |
| Participant deferral / active EE | $1,357 | $2,822-51.9% | $5,626-75.9% | $4,647-70.8% |
| Admin fee / account holder | $128 | $437-70.8% | $15,912-99.2% | $430-70.4% |