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 8-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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $29,376 |
Participant contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,899 | $95,274-83.3% | $135,903-88.3% | $74,419-78.6% |
| Participation rate | 99.4% | 78.2%+21.2pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 17.86% | 32.77%-14.9pp | 68.23%-50.4pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,551 | $3,874-60.0% | $4,856-68.1% | $2,637-41.2% |
| Participant deferral / active EE | $2,510 | $7,782-67.7% | $7,758-67.6% | $4,528-44.6% |
| Admin fee / account holder | $69 | $266-74.0% | $10,762-99.4% | $348-80.1% |