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 | $46,293 |
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 | $50,685 | $62,624-19.1% | $177,989-71.5% | $77,643-34.7% |
| Participation rate | 96.9% | 66.8%+30.1pp | 77.1%+19.9pp | 70.6%+26.4pp |
| Annual return | 17.22% | 16.16%+1.1pp | 294.48%-277.3pp | 31.24%-14.0pp |
| Employer contribution / active EE | $3,674 | $1,909+92.5% | $3,949-7.0% | $2,726+34.8% |
| Participant deferral / active EE | $6,708 | $4,219+59.0% | $6,276+6.9% | $4,647+44.3% |
| Admin fee / account holder | $137 | $386-64.5% | $10,363-98.7% | $430-68.2% |