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 | $2,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,926 | $55,214-40.4% | $104,607-68.5% | $73,488-55.2% |
| Participation rate | 20.7% | 67.8%-47.1pp | 74.1%-53.4pp | 70.7%-50.0pp |
| Annual return | 19.08% | 24.79%-5.7pp | 340.46%-321.4pp | 28.51%-9.4pp |
| Employer contribution / active EE | $475 | $1,468-67.6% | $2,681-82.3% | $2,270-79.1% |
| Participant deferral / active EE | $1,758 | $2,925-39.9% | $3,740-53.0% | $3,740-53.0% |
| Admin fee / account holder | $105 | $424-75.3% | $6,473-98.4% | $513-79.6% |