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 5-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 19 · EIN 51-0396365 | Securities Custodian | $300,719 |
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 | $57,885 | $53,136+8.9% | $155,509-62.8% | $199,593-71.0% |
| Participation rate | 51.5% | 64.1%-12.6pp | 78.2%-26.7pp | 72.0%-20.4pp |
| Annual return | 13.60% | 41.15%-27.5pp | 64.67%-51.1pp | 34.25%-20.7pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,046 | $3,161-3.6% | $5,626-45.9% | $5,087-40.1% |
| Admin fee / account holder | $133 | $185-28.3% | $15,912-99.2% | $269-50.5% |