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 35-0145825 | Recordkeeping | $32,407 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,156 | $49,915-49.6% | $154,803-83.7% | $74,304-66.1% |
| Participation rate | 82.4% | 54.0%+28.4pp | 78.1%+4.3pp | 60.3%+22.0pp |
| Annual return | 8.81% | 34.06%-25.2pp | 58.88%-50.1pp | 29.43%-20.6pp |
| Employer contribution / active EE | $646 | $1,611-59.9% | $4,305-85.0% | $2,241-71.2% |
| Participant deferral / active EE | $2,129 | $2,255-5.6% | $5,540-61.6% | $3,767-43.5% |
| Admin fee / account holder | $31 | $2,189-98.6% | $14,329-99.8% | $2,969-99.0% |