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 | $1,670 |
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 | $80,686 | $58,694+37.5% | $142,863-43.5% | $85,850-6.0% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 15.84% | 27.72%-11.9pp | 5637.54%-5621.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,388 | $1,423+67.8% | $4,144-42.4% | $2,565-6.9% |
| Participant deferral / active EE | $7,785 | $2,607+198.6% | $3,837+102.9% | $3,952+97.0% |
| Admin fee / account holder | $18 | $4,239-99.6% | $6,560-99.7% | $6,260-99.7% |