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 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
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 | $54,242 | $69,362-21.8% | $101,248-46.4% | $73,488-26.2% |
| Participation rate | 93.3% | 68.4%+24.9pp | 75.8%+17.5pp | 70.7%+22.7pp |
| Annual return | 19.43% | 18.46%+1.0pp | 46.47%-27.0pp | 28.51%-9.1pp |
| Employer contribution / active EE | $2,780 | $2,628+5.8% | $3,660-24.0% | $2,270+22.5% |
| Participant deferral / active EE | $6,693 | $3,300+102.8% | $4,370+53.2% | $3,740+79.0% |
| Admin fee / account holder | $10 | $704-98.6% | $5,945-99.8% | $513-98.1% |