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 | $3,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,510 | $35,485-39.4% | $74,550-71.1% | $55,725-61.4% |
| Participation rate | 63.7% | 62.5%+1.1pp | 69.1%-5.5pp | 70.9%-7.2pp |
| Annual return | -3.80% | 0.72%-4.5pp | 32.53%-36.3pp | 244.93%-248.7pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,617 | $2,181+20.0% | $3,108-15.8% | $3,356-22.0% |
| Admin fee / account holder | $32 | $114-72.1% | $5,060-99.4% | $115-72.3% |