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 19 · EIN 51-0396365 | Securities Custodian | $68,514 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,344 | $106,028-49.7% | $146,958-63.7% | $77,643-31.3% |
| Participation rate | 92.8% | 78.4%+14.4pp | 82.2%+10.6pp | 70.6%+22.2pp |
| Annual return | 12.40% | 56.73%-44.3pp | 418.34%-405.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $4,977 | $4,063+22.5% | $4,933+0.9% | $2,726+82.6% |
| Participant deferral / active EE | $5,480 | $7,990-31.4% | $8,070-32.1% | $4,647+17.9% |
| Admin fee / account holder | $247 | $337-26.7% | $12,998-98.1% | $430-42.5% |