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 4-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 | $11,285 |
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 | $4,680 | $91,372-94.9% | $129,995-96.4% | $74,419-93.7% |
| Participation rate | 91.6% | 77.8%+13.9pp | 78.5%+13.2pp | 70.7%+20.9pp |
| Annual return | 39.44% | 23.21%+16.2pp | -137.18%+176.6pp | 34.38%+5.1pp |
| Employer contribution / active EE | $1,434 | $2,563-44.1% | $4,320-66.8% | $2,637-45.6% |
| Participant deferral / active EE | $2,621 | $4,721-44.5% | $5,820-55.0% | $4,528-42.1% |
| Admin fee / account holder | $21 | $283-92.6% | $10,614-99.8% | $348-93.9% |