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 7-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 27 · EIN 43-1451524 | Advisory (Plan) | $21,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,238 |
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 | $89,147 | $101,317-12.0% | $146,958-39.3% | $74,495+19.7% |
| Participation rate | 83.9% | 75.5%+8.3pp | 82.2%+1.7pp | 67.2%+16.7pp |
| Annual return | 21.24% | 8730.91%-8709.7pp | 418.34%-397.1pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $1,777 | $3,810-53.4% | $4,933-64.0% | $2,623-32.2% |
| Participant deferral / active EE | $15,194 | $7,303+108.0% | $8,070+88.3% | $4,346+249.6% |
| Admin fee / account holder | $110 | $1,739-93.7% | $12,998-99.2% | $1,942-94.3% |