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 3-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 64 · EIN 04-2647786 | Recordkeeping Fees | $2,936 |
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 | $46,798 | $82,917-43.6% | $103,333-54.7% | $77,643-39.7% |
| Participation rate | 30.3% | 71.6%-41.2pp | 74.5%-44.2pp | 70.6%-40.2pp |
| Annual return | 39.92% | 19.13%+20.8pp | 24.88%+15.0pp | 31.24%+8.7pp |
| Employer contribution / active EE | $1,249 | $3,552-64.8% | $3,868-67.7% | $2,726-54.2% |
| Participant deferral / active EE | $2,589 | $4,108-37.0% | $5,057-48.8% | $4,647-44.3% |
| Admin fee / account holder | $208 | $638-67.4% | $8,355-97.5% | $430-51.6% |