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 26 · EIN 71-0294708 | Advisory (Participants) | $4,426 |
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 | $39,912 | $65,561-39.1% | $86,188-53.7% | $75,163-46.9% |
| Participation rate | 71.1% | 60.5%+10.6pp | 69.0%+2.2pp | 67.2%+3.9pp |
| Annual return | 15.56% | 46.05%-30.5pp | 1168.45%-1152.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,353 | $1,553-12.9% | $2,380-43.2% | $2,670-49.3% |
| Participant deferral / active EE | $4,096 | $3,024+35.5% | $3,985+2.8% | $4,125-0.7% |
| Admin fee / account holder | $21 | $5,474-99.6% | $6,852-99.7% | $5,651-99.6% |