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 61-1495162 | Other Fees | $8,698 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 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 | $16,792 | $31,741-47.1% | $56,411-70.2% | $199,593-91.6% |
| Participation rate | 28.3% | 32.3%-4.1pp | 52.5%-24.2pp | 72.0%-43.7pp |
| Annual return | 15.44% | 14.72%+0.7pp | 1701.33%-1685.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $547 | $508+7.7% | $1,039-47.4% | $3,034-82.0% |
| Participant deferral / active EE | $1,120 | $1,184-5.4% | $1,952-42.6% | $5,087-78.0% |
| Admin fee / account holder | $13 | $426-96.9% | $2,829-99.5% | $269-95.1% |