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 21 · EIN 41-0632402 | Bank Trustee | $23,974 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $51,055 | $79,013-35.4% | $100,391-49.1% | $74,495-31.5% |
| Participation rate | 54.6% | 79.5%-24.9pp | 81.5%-26.9pp | 67.2%-12.6pp |
| Annual return | 14.06% | 20.41%-6.4pp | 49.20%-35.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,951 | $7,760-62.0% | $8,082-63.5% | $4,346-32.1% |
| Admin fee / account holder | $150 | $1,320-88.6% | $7,899-98.1% | $1,942-92.3% |