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 27 · EIN 35-2552359 | Advisory (Plan) | $15,335 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,172 | $89,652-44.0% | $141,162-64.5% | $65,185-23.0% |
| Participation rate | 68.0% | 74.7%-6.7pp | 82.5%-14.5pp | 70.2%-2.2pp |
| Annual return | 25.17% | 32.79%-7.6pp | 71.39%-46.2pp | 29.38%-4.2pp |
| Employer contribution / active EE | $700 | $3,065-77.2% | $4,735-85.2% | $2,177-67.8% |
| Participant deferral / active EE | $4,774 | $5,691-16.1% | $6,709-28.8% | $3,514+35.9% |
| Admin fee / account holder | $136 | $569-76.1% | $10,261-98.7% | $847-83.9% |