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 15 · EIN 48-1205033 | Recordkeeping | $10,298 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,634 | $59,263-28.1% | $96,562-55.8% | $79,386-46.3% |
| Participation rate | 50.4% | 61.9%-11.5pp | 69.8%-19.4pp | 70.7%-20.3pp |
| Annual return | 14.65% | 27.07%-12.4pp | 37.78%-23.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,194 | $1,216-1.7% | $2,356-49.3% | $2,427-50.8% |
| Participant deferral / active EE | $2,019 | $2,948-31.5% | $3,849-47.6% | $4,046-50.1% |
| Admin fee / account holder | $149 | $658-77.3% | $6,181-97.6% | $626-76.2% |