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 99 · EIN 27-4653554 | Other Fees | $8,345 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,660 | $63,114+45.2% | $92,893-1.3% | $65,185+40.6% |
| Participation rate | 32.5% | 68.8%-36.3pp | 76.0%-43.5pp | 70.2%-37.7pp |
| Annual return | 17.86% | 28.75%-10.9pp | 109.41%-91.6pp | 29.38%-11.5pp |
| Employer contribution / active EE | $703 | $2,571-72.7% | $3,653-80.8% | $2,177-67.7% |
| Participant deferral / active EE | $1,892 | $3,108-39.1% | $4,236-55.3% | $3,514-46.2% |
| Admin fee / account holder | $34 | $624-94.5% | $5,794-99.4% | $847-96.0% |