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) | $27,321 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,460 |
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 | $78,276 | $95,274-17.8% | $135,903-42.4% | $74,419+5.2% |
| Participation rate | 63.5% | 78.2%-14.7pp | 81.9%-18.5pp | 70.7%-7.3pp |
| Annual return | 18.20% | 32.77%-14.6pp | 68.23%-50.0pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,858 | $3,874-26.2% | $4,856-41.1% | $2,637+8.4% |
| Participant deferral / active EE | $6,570 | $7,782-15.6% | $7,758-15.3% | $4,528+45.1% |
| Admin fee / account holder | $123 | $266-53.8% | $10,762-98.9% | $348-64.6% |