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 27 · EIN 35-2552359 | Advisory (Plan) | $14,581 |
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $13,009 |
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 | $42,776 | $61,272-30.2% | $149,673-71.4% | $71,457-40.1% |
| Participation rate | 84.1% | 62.5%+21.6pp | 78.8%+5.3pp | 67.9%+16.1pp |
| Annual return | 20.18% | 35.85%-15.7pp | 134.42%-114.2pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,384 | $2,378-41.8% | $4,818-71.3% | $2,588-46.5% |
| Participant deferral / active EE | $3,857 | $2,917+32.2% | $5,680-32.1% | $4,289-10.1% |
| Admin fee / account holder | $242 | $1,261-80.8% | $13,210-98.2% | $1,587-84.8% |