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 | $410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,938 | $52,406-88.7% | $129,207-95.4% | $74,495-92.0% |
| Participation rate | 38.8% | 53.8%-15.0pp | 69.6%-30.8pp | 67.2%-28.4pp |
| Annual return | 13.60% | 15.66%-2.1pp | 9417.33%-9403.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $693 | $1,531-54.7% | $4,153-83.3% | $2,623-73.6% |
| Participant deferral / active EE | $1,171 | $2,794-58.1% | $4,168-71.9% | $4,346-73.0% |
| Admin fee / account holder | $19 | $2,633-99.3% | $7,715-99.8% | $1,942-99.0% |