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 47-0098400 | Recordkeeping | $1,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,809 | $99,957-65.2% | $149,696-76.7% | $73,488-52.6% |
| Participation rate | 71.8% | 75.7%-3.9pp | 82.5%-10.7pp | 70.7%+1.1pp |
| Annual return | 105.45% | 53.87%+51.6pp | 276.60%-171.2pp | 28.51%+76.9pp |
| Employer contribution / active EE | $2,473 | $3,191-22.5% | $4,644-46.7% | $2,270+8.9% |
| Participant deferral / active EE | $5,911 | $6,073-2.7% | $6,842-13.6% | $3,740+58.1% |
| Admin fee / account holder | $11 | $551-98.0% | $9,309-99.9% | $513-97.8% |