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 16-1503696 | Recordkeeping | $39,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,015 | $49,915+20.2% | $154,803-61.2% | $74,304-19.2% |
| Participation rate | 69.0% | 54.0%+15.1pp | 78.1%-9.0pp | 60.3%+8.7pp |
| Annual return | 11.18% | 34.06%-22.9pp | 58.88%-47.7pp | 29.43%-18.2pp |
| Employer contribution / active EE | $2,197 | $1,611+36.3% | $4,305-49.0% | $2,241-2.0% |
| Participant deferral / active EE | $2,692 | $2,255+19.4% | $5,540-51.4% | $3,767-28.5% |
| Admin fee / account holder | $196 | $2,189-91.0% | $14,329-98.6% | $2,969-93.4% |