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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.
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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 27 · EIN 33-0818667 | Advisory (Plan) | $6,769 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,971 | $64,707-18.1% | $112,228-52.8% | $68,494-22.7% |
| Participation rate | 49.4% | 67.2%-17.7pp | 75.1%-25.6pp | 67.9%-18.5pp |
| Annual return | -21.24% | -11.40%-9.8pp | 27.45%-48.7pp | -7.84%-13.4pp |
| Employer contribution / active EE | $2,425 | $2,746-11.7% | $3,635-33.3% | $2,596-6.6% |
| Participant deferral / active EE | $5,550 | $3,565+55.7% | $4,728+17.4% | $4,027+37.8% |
| Admin fee / account holder | $133 | $5,232-97.5% | $6,410-97.9% | $5,403-97.5% |