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 |
|---|---|---|
COPPERTREE LLC5 years Service code 26 · EIN 45-3027634 | Advisory (Participants) | $44,713 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $896 |
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 | $57,373 | $50,956+12.6% | $96,562-40.6% | $86,799-33.9% |
| Participation rate | 91.4% | 65.2%+26.2pp | 69.8%+21.6pp | 72.3%+19.1pp |
| Annual return | 14.34% | 21.27%-6.9pp | 37.78%-23.4pp | 97.91%-83.6pp |
| Employer contribution / active EE | $687 | $1,111-38.1% | $2,356-70.8% | $2,405-71.4% |
| Participant deferral / active EE | $4,337 | $2,954+46.8% | $3,849+12.7% | $4,131+5.0% |
| Admin fee / account holder | $140 | $166-15.5% | $6,181-97.7% | $170-17.2% |