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 7-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 | $702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,871 | $104,475-59.9% | $159,436-73.7% | $79,386-47.3% |
| Participation rate | 27.0% | 76.6%-49.6pp | 82.8%-55.8pp | 70.7%-43.7pp |
| Annual return | 19.73% | 67.95%-48.2pp | 263.57%-243.8pp | 116.85%-97.1pp |
| Employer contribution / active EE | $1,020 | $3,417-70.1% | $4,829-78.9% | $2,427-58.0% |
| Participant deferral / active EE | $1,855 | $6,467-71.3% | $7,352-74.8% | $4,046-54.1% |
| Admin fee / account holder | $21 | $711-97.1% | $10,799-99.8% | $626-96.7% |