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 3-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 15 · EIN 35-0145825 | Recordkeeping | $27,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,865 | $47,126+12.2% | $149,673-64.7% | $74,419-29.0% |
| Participation rate | 28.9% | 63.4%-34.5pp | 78.8%-49.9pp | 70.7%-41.8pp |
| Annual return | 12.00% | 22.75%-10.8pp | 134.42%-122.4pp | 34.38%-22.4pp |
| Employer contribution / active EE | $891 | $1,905-53.2% | $4,818-81.5% | $2,637-66.2% |
| Participant deferral / active EE | $1,266 | $2,728-53.6% | $5,680-77.7% | $4,528-72.1% |
| Admin fee / account holder | $7 | $343-98.0% | $13,210-99.9% | $348-98.1% |