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 64 · EIN 39-6040276 | Recordkeeping Fees | $1,895 |
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 | $120,964 | $65,435+84.9% | $86,677+39.6% | $66,914+80.8% |
| Participation rate | 85.5% | 75.5%+10.0pp | 76.6%+8.9pp | 69.8%+15.7pp |
| Annual return | -15.11% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,653 | $2,153-23.2% | $2,836-41.7% | $2,544-35.0% |
| Participant deferral / active EE | $6,511 | $4,100+58.8% | $4,656+39.9% | $4,237+53.7% |
| Admin fee / account holder | $16 | $642-97.5% | $7,493-99.8% | $593-97.3% |