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 | $78,707 |
PRONVEST2 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $16,496 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,676 | $79,519-63.9% | $95,952-70.1% | $73,409-60.9% |
| Participation rate | 97.5% | 81.2%+16.4pp | 77.1%+20.5pp | 72.2%+25.4pp |
| Annual return | 14.98% | 19.20%-4.2pp | 91.61%-76.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,441 | $2,048-29.6% | $2,541-43.3% | $2,234-35.5% |
| Participant deferral / active EE | $1,631 | $4,138-60.6% | $4,167-60.9% | $3,805-57.1% |
| Admin fee / account holder | $26 | $184-85.9% | $6,795-99.6% | $158-83.6% |