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 71-0294708 | Recordkeeping Fees | $13,435 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,907 | $99,078-97.1% | $96,544-97.0% | $74,419-96.1% |
| Participation rate | 95.9% | 80.7%+15.3pp | 76.0%+20.0pp | 70.7%+25.2pp |
| Annual return | 32.18% | 22.48%+9.7pp | 25.84%+6.3pp | 34.38%-2.2pp |
| Employer contribution / active EE | $1,313 | $2,570-48.9% | $2,965-55.7% | $2,637-50.2% |
| Participant deferral / active EE | $1,604 | $4,933-67.5% | $4,851-66.9% | $4,528-64.6% |
| Admin fee / account holder | $29 | $225-87.2% | $8,252-99.7% | $348-91.7% |