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 4-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 64 · EIN 04-2647786 | Recordkeeping Fees | $10,959 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,205 | $69,477-81.0% | $94,646-86.0% | $71,457-81.5% |
| Participation rate | 71.6% | 78.4%-6.9pp | 80.8%-9.3pp | 67.9%+3.6pp |
| Annual return | 23.42% | 29.66%-6.2pp | 156.71%-133.3pp | 28.85%-5.4pp |
| Employer contribution / active EE | $4 | $2,853-99.9% | $3,672-99.9% | $2,588-99.9% |
| Participant deferral / active EE | $4,635 | $7,345-36.9% | $7,418-37.5% | $4,289+8.1% |
| Admin fee / account holder | $96 | $1,210-92.1% | $7,231-98.7% | $1,587-94.0% |