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 | $2,532 |
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 | $13,704 | $65,061-78.9% | $143,757-90.5% | $66,914-79.5% |
| Participation rate | 72.6% | 65.2%+7.4pp | 80.3%-7.7pp | 69.8%+2.8pp |
| Annual return | 1.04% | -11.14%+12.2pp | -0.04%+1.1pp | 1.58%-0.5pp |
| Employer contribution / active EE | $649 | $2,361-72.5% | $4,951-86.9% | $2,544-74.5% |
| Participant deferral / active EE | $1,611 | $2,919-44.8% | $5,637-71.4% | $4,237-62.0% |
| Admin fee / account holder | $20 | $502-96.1% | $14,673-99.9% | $593-96.7% |