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 | $19,331 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,749 | $99,957-64.2% | $149,696-76.1% | $73,488-51.4% |
| Participation rate | 59.9% | 75.7%-15.8pp | 82.5%-22.6pp | 70.7%-10.8pp |
| Annual return | 24.35% | 53.87%-29.5pp | 276.60%-252.3pp | 28.51%-4.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,770 | $6,073+27.9% | $6,842+13.6% | $3,740+107.8% |
| Admin fee / account holder | $8 | $551-98.6% | $9,309-99.9% | $513-98.5% |