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 |
|---|---|---|
Filed as: SEIA LLC Service code 26 · EIN 95-4806910 | Advisory (Participants) | $22,431 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,271 |
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).
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 | $63,651 | $82,202-22.6% | $125,339-49.2% | $64,808-1.8% |
| Participation rate | 68.1% | 77.9%-9.7pp | 82.4%-14.2pp | 71.5%-3.3pp |
| Annual return | -14.96% | 3.48%-18.4pp | 572.05%-587.0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $2,648 | $3,615-26.8% | $4,814-45.0% | $2,506+5.7% |
| Participant deferral / active EE | $6,462 | $7,175-9.9% | $7,446-13.2% | $4,310+49.9% |
| Admin fee / account holder | $98 | $163-39.8% | $10,010-99.0% | $188-47.7% |