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 | $19,452 |
Service code 16 320 6TH AVE SE · ABERDEEN, SD 57401 | Consulting | $8,919 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,427 | $66,098-49.4% | $101,794-67.2% | $74,304-55.0% |
| Participation rate | 78.4% | 53.8%+24.7pp | 69.2%+9.2pp | 60.3%+18.1pp |
| Annual return | 8.73% | 19.59%-10.9pp | 30.53%-21.8pp | 29.43%-20.7pp |
| Employer contribution / active EE | $288 | $1,082-73.4% | $2,289-87.4% | $2,241-87.2% |
| Participant deferral / active EE | $1,352 | $2,781-51.4% | $4,084-66.9% | $3,767-64.1% |
| Admin fee / account holder | $269 | $4,146-93.5% | $8,777-96.9% | $2,969-90.9% |