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 | $860 |
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 | $35,614 | $57,651-38.2% | $112,229-68.3% | $71,457-50.2% |
| Participation rate | 54.2% | 58.9%-4.7pp | 72.4%-18.2pp | 67.9%-13.7pp |
| Annual return | 18.90% | 18.32%+0.6pp | 30.20%-11.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,383 | $1,913-27.7% | $3,430-59.7% | $2,588-46.6% |
| Participant deferral / active EE | $2,256 | $2,863-21.2% | $4,798-53.0% | $4,289-47.4% |
| Admin fee / account holder | $88 | $1,581-94.5% | $7,748-98.9% | $1,587-94.5% |