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 01-0233346 | Recordkeeping | $1,150 |
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 | $23,482 | $72,607-67.7% | $90,749-74.1% | $66,914-64.9% |
| Participation rate | 71.5% | 73.7%-2.1pp | 75.7%-4.1pp | 69.8%+1.7pp |
| Annual return | -17.81% | -12.28%-5.5pp | -12.16%-5.6pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,640 | $2,369-30.8% | $2,921-43.9% | $2,544-35.5% |
| Participant deferral / active EE | $2,083 | $3,977-47.6% | $4,564-54.4% | $4,237-50.8% |
| Admin fee / account holder | $216 | $707-69.5% | $8,445-97.4% | $593-63.6% |