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 64 · EIN 04-2647786 | Recordkeeping Fees | $22,327 |
Filed as: CARY STREET Service code 27 · EIN 26-0070474 | Advisory (Plan) | $16,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,756 | $64,119-13.0% | $112,228-50.3% | $66,914-16.7% |
| Participation rate | 91.7% | 68.5%+23.3pp | 75.1%+16.7pp | 69.8%+21.9pp |
| Annual return | -16.52% | -13.81%-2.7pp | 27.45%-44.0pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,125 | $3,005-29.3% | $3,635-41.5% | $2,544-16.5% |
| Participant deferral / active EE | $6,279 | $3,693+70.0% | $4,728+32.8% | $4,237+48.2% |
| Admin fee / account holder | $268 | $625-57.1% | $6,410-95.8% | $593-54.8% |