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 64 · EIN 39-6040276 | Recordkeeping Fees | $925 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,800 | $42,548+17.0% | $74,550-33.2% | $56,287-11.5% |
| Participation rate | 62.4% | 60.5%+1.9pp | 69.1%-6.8pp | 69.9%-7.5pp |
| Annual return | -1.65% | 12.40%-14.1pp | 32.53%-34.2pp | -9.96%+8.3pp |
| Employer contribution / active EE | $609 | $855-28.7% | $1,961-68.9% | $2,111-71.1% |
| Participant deferral / active EE | $3,264 | $2,277+43.3% | $3,108+5.0% | $3,350-2.6% |
| Admin fee / account holder | $10 | $467-97.8% | $5,060-99.8% | $521-98.0% |