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 | $6,129 |
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 | $25,458 | $65,061-60.9% | $143,757-82.3% | $66,914-62.0% |
| Participation rate | 75.9% | 65.2%+10.8pp | 80.3%-4.4pp | 69.8%+6.1pp |
| Annual return | -16.25% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,292 | $2,361-2.9% | $4,951-53.7% | $2,544-9.9% |
| Participant deferral / active EE | $4,236 | $2,919+45.1% | $5,637-24.9% | $4,2370% |
| Admin fee / account holder | $276 | $502-45.1% | $14,673-98.1% | $593-53.5% |