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 49 | Other Services | $1,265 |
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 | $25,152 | $64,119-60.8% | $112,228-77.6% | $66,914-62.4% |
| Participation rate | 86.0% | 68.5%+17.5pp | 75.1%+10.9pp | 69.8%+16.2pp |
| Annual return | -18.98% | -13.81%-5.2pp | 27.45%-46.4pp | 1.58%-20.6pp |
| Employer contribution / active EE | $2,162 | $3,005-28.1% | $3,635-40.5% | $2,544-15.0% |
| Participant deferral / active EE | $2,577 | $3,693-30.2% | $4,728-45.5% | $4,237-39.2% |
| Admin fee / account holder | $43 | $625-93.1% | $6,410-99.3% | $593-92.7% |