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 71-0294708 | Recordkeeping Fees | $4,122 |
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 | $41,089 | $50,956-19.4% | $96,562-57.4% | $86,799-52.7% |
| Participation rate | 42.9% | 65.2%-22.3pp | 69.8%-26.9pp | 72.3%-29.4pp |
| Annual return | 12.66% | 21.27%-8.6pp | 37.78%-25.1pp | 97.91%-85.2pp |
| Employer contribution / active EE | $387 | $1,111-65.2% | $2,356-83.6% | $2,405-83.9% |
| Participant deferral / active EE | $1,632 | $2,954-44.8% | $3,849-57.6% | $4,131-60.5% |
| Admin fee / account holder | $95 | $166-42.7% | $6,181-98.5% | $170-43.9% |