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 8-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 15 · EIN 13-3689044 | Recordkeeping | $42,611 |
OCTAVIA WEALTH ADVISORS LLC4 years Service code 27 · EIN 84-5016689 | Advisory (Plan) | $24,612 |
PENTEGRA SERVICES, INC.3 years Service code 15 · EIN 13-3745616 | Recordkeeping | $15,099 |
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 | $33,344 | $53,345-37.5% | $121,098-72.5% | $74,419-55.2% |
| Participation rate | 50.8% | 60.0%-9.2pp | 69.5%-18.7pp | 70.7%-20.0pp |
| Annual return | 21.75% | 35.15%-13.4pp | 985.75%-964.0pp | 34.38%-12.6pp |
| Employer contribution / active EE | $976 | $1,898-48.6% | $4,164-76.6% | $2,637-63.0% |
| Participant deferral / active EE | $2,858 | $3,221-11.3% | $4,080-29.9% | $4,528-36.9% |
| Admin fee / account holder | $236 | $382-38.2% | $5,644-95.8% | $348-32.1% |