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 | $32,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,312 | $58,879-9.5% | $178,490-70.1% | $73,488-27.5% |
| Participation rate | 43.8% | 66.2%-22.5pp | 81.9%-38.2pp | 70.7%-26.9pp |
| Annual return | 16.69% | 24.86%-8.2pp | 151.07%-134.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,002 | $2,236-55.2% | $5,011-80.0% | $2,270-55.8% |
| Participant deferral / active EE | $2,316 | $2,567-9.8% | $5,202-55.5% | $3,740-38.1% |
| Admin fee / account holder | $11 | $400-97.4% | $13,984-99.9% | $513-97.9% |