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 10-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 13-3646501 | Recordkeeping | $834 |
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 | $98,893 | $79,694+24.1% | $96,139+2.9% | $79,386+24.6% |
| Participation rate | 46.9% | 54.0%-7.1pp | 68.4%-21.5pp | 70.7%-23.8pp |
| Annual return | 14.48% | 40.84%-26.4pp | 191.94%-177.5pp | 116.85%-102.4pp |
| Employer contribution / active EE | $2,242 | $1,443+55.3% | $2,797-19.8% | $2,427-7.7% |
| Participant deferral / active EE | $4,207 | $2,539+65.7% | $4,349-3.3% | $4,046+4.0% |
| Admin fee / account holder | $25 | $630-96.1% | $5,537-99.6% | $626-96.0% |