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 | $39,944 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,998 | $25,165+62.9% | $73,545-44.3% | $77,958-47.4% |
| Participation rate | 5.9% | 36.6%-30.8pp | 54.9%-49.1pp | 71.6%-65.8pp |
| Annual return | 17.21% | 18.12%-0.9pp | -15.16%+32.4pp | 20.87%-3.7pp |
| Employer contribution / active EE | $121 | $395-69.4% | $1,219-90.1% | $2,310-94.8% |
| Participant deferral / active EE | $221 | $898-75.4% | $1,806-87.7% | $3,537-93.7% |
| Admin fee / account holder | $7 | $76-90.3% | $2,320-99.7% | $97-92.4% |