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 01-0233346 | Recordkeeping | $48,202 |
MATCH GRADE ADVISORS, LLC4 years Service code 26 · EIN 83-1832626 | Advisory (Participants) | $11,165 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,867 | $53,165-36.3% | $86,188-60.7% | $74,419-54.5% |
| Participation rate | 59.8% | 64.9%-5.0pp | 69.0%-9.2pp | 70.7%-10.9pp |
| Annual return | 21.88% | 22.64%-0.8pp | 1168.45%-1146.6pp | 34.38%-12.5pp |
| Employer contribution / active EE | $735 | $1,210-39.2% | $2,380-69.1% | $2,637-72.1% |
| Participant deferral / active EE | $3,615 | $3,234+11.8% | $3,985-9.3% | $4,528-20.2% |
| Admin fee / account holder | $197 | $551-64.2% | $6,852-97.1% | $348-43.3% |