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 9-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 99 · EIN 04-2675571 | Other Fees | $20,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,929 | $73,102-75.5% | $123,544-85.5% | $56,287-68.1% |
| Participation rate | 49.7% | 74.3%-24.6pp | 82.3%-32.6pp | 69.9%-20.1pp |
| Annual return | 0.31% | 3.01%-2.7pp | 119.20%-118.9pp | -9.96%+10.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,914 | $5,423+9.1% | $6,426-8.0% | $3,350+76.6% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |