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 | $8,927 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,849 | $58,264-79.7% | $86,612-86.3% | $71,457-83.4% |
| Participation rate | 80.3% | 65.0%+15.3pp | 71.7%+8.6pp | 67.9%+12.4pp |
| Annual return | 13.24% | 21.63%-8.4pp | 591.07%-577.8pp | 28.85%-15.6pp |
| Employer contribution / active EE | $880 | $2,574-65.8% | $3,022-70.9% | $2,588-66.0% |
| Participant deferral / active EE | $1,411 | $3,436-58.9% | $4,438-68.2% | $4,289-67.1% |
| Admin fee / account holder | $77 | $1,057-92.7% | $5,614-98.6% | $1,587-95.1% |