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 | $38,954 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $8,263 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,630 | $62,672+135.6% | $185,117-20.3% | $70,131+110.5% |
| Participation rate | 65.0% | 63.8%+1.2pp | 77.3%-12.3pp | 69.5%-4.5pp |
| Annual return | 22.58% | 40.79%-18.2pp | 40.50%-17.9pp | 73.14%-50.6pp |
| Employer contribution / active EE | $4,717 | $1,753+169.1% | $4,182+12.8% | $2,342+101.4% |
| Participant deferral / active EE | $12,357 | $3,272+277.7% | $5,045+144.9% | $3,332+270.9% |
| Admin fee / account holder | $107 | $3,932-97.3% | $8,159-98.7% | $4,645-97.7% |