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 13-3689044 | Recordkeeping | $99,891 |
Service code 16 · EIN 93-4617010 | Consulting | $42,331 |
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 | $18,016 | $61,058-70.5% | $71,209-74.7% | $85,563-78.9% |
| Participation rate | 68.0% | 58.6%+9.4pp | 73.8%-5.8pp | 66.0%+2.0pp |
| Annual return | 16.10% | 100.41%-84.3pp | 282.51%-266.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,012 | $2,199-54.0% | $2,721-62.8% | $2,654-61.9% |
| Participant deferral / active EE | $1,522 | $3,173-52.0% | $4,175-63.5% | $4,375-65.2% |
| Admin fee / account holder | $239 | $855-72.1% | $5,349-95.5% | $834-71.4% |