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 35 · EIN 04-2647786 | Recordkeeping fees; Employee (plan sp... | $734 |
Employer 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 | $39,920 | $58,320-31.5% | $86,436-53.8% | $66,914-40.3% |
| Participation rate | 77.6% | 78.6%-1.0pp | 80.3%-2.7pp | 69.8%+7.8pp |
| Annual return | 1.56% | -9.71%+11.3pp | 4394.89%-4393.3pp | 1.58%0pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,014 | $6,899+59.6% | $6,952+58.4% | $4,237+160.0% |
| Admin fee / account holder | $35 | $546-93.5% | $6,731-99.5% | $593-94.0% |