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 15 · EIN 01-0233346 | Recordkeeping | $1,726 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,951 | $91,407+88.1% | $135,903+26.5% | $71,457+140.6% |
| Participation rate | 77.1% | 75.7%+1.4pp | 81.9%-4.8pp | 67.9%+9.2pp |
| Annual return | 15.96% | 29.90%-13.9pp | 68.23%-52.3pp | 28.85%-12.9pp |
| Employer contribution / active EE | $2,679 | $3,703-27.7% | $4,856-44.8% | $2,588+3.5% |
| Participant deferral / active EE | $9,048 | $7,092+27.6% | $7,758+16.6% | $4,289+111.0% |
| Admin fee / account holder | $107 | $1,266-91.6% | $10,762-99.0% | $1,587-93.3% |