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 |
|---|---|---|
CROWE LLP1+ years Filed as: CROWE, HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $12,500 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,819 | $45,152-89.3% | $73,843-93.5% | $59,632-91.9% |
| Participation rate | 14.7% | 64.0%-49.4pp | 73.4%-58.8pp | 68.7%-54.0pp |
| Annual return | -0.07% | 27.40%-27.5pp | 2267.84%-2267.9pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $65 | $3,516-98.2% | $4,880-98.7% | $4,297-98.5% |