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 13 · EIN 42-0127290 | Contract Administrator | $141,560 |
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $36,214 |
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 | $7,765 | $44,897-82.7% | $84,966-90.9% | $199,593-96.1% |
| Participation rate | 79.6% | 45.7%+33.9pp | 67.5%+12.1pp | 72.0%+7.6pp |
| Annual return | 21.40% | 20.96%+0.4pp | 66.38%-45.0pp | 34.25%-12.9pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,739 | $2,668-34.8% | $4,519-61.5% | $5,087-65.8% |
| Admin fee / account holder | $117 | $584-79.9% | $6,149-98.1% | $269-56.3% |