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 35-0145825 | Recordkeeping | $2,495 |
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 | $36,583 | $58,879-37.9% | $178,490-79.5% | $73,488-50.2% |
| Participation rate | 64.0% | 66.2%-2.2pp | 81.9%-17.9pp | 70.7%-6.7pp |
| Annual return | 16.07% | 24.86%-8.8pp | 151.07%-135.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $628 | $2,236-71.9% | $5,011-87.5% | $2,270-72.3% |
| Participant deferral / active EE | $2,483 | $2,567-3.3% | $5,202-52.3% | $3,740-33.6% |
| Admin fee / account holder | $28 | $400-93.0% | $13,984-99.8% | $513-94.5% |