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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 64 · EIN 04-2647786 | Recordkeeping Fees | $6,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,394 | $79,013-79.3% | $100,391-83.7% | $74,495-78.0% |
| Participation rate | 69.4% | 79.5%-10.0pp | 81.5%-12.0pp | 67.2%+2.2pp |
| Annual return | 16.79% | 20.41%-3.6pp | 49.20%-32.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,869 | $7,760-50.1% | $8,082-52.1% | $4,346-11.0% |
| Admin fee / account holder | $55 | $1,320-95.8% | $7,899-99.3% | $1,942-97.2% |