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 | $41,376 |
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 | $8,434 | $89,436-90.6% | $164,813-94.9% | $77,643-89.1% |
| Participation rate | 89.6% | 78.6%+11.0pp | 78.6%+11.0pp | 70.6%+19.0pp |
| Annual return | 19.12% | 28.83%-9.7pp | 69.93%-50.8pp | 31.24%-12.1pp |
| Employer contribution / active EE | $1,617 | $2,569-37.1% | $4,341-62.8% | $2,726-40.7% |
| Participant deferral / active EE | $3,269 | $4,897-33.2% | $6,031-45.8% | $4,647-29.7% |
| Admin fee / account holder | $93 | $339-72.7% | $12,690-99.3% | $430-78.4% |