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 19 · EIN 51-0396365 | Securities Custodian | $72,013 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,641 | $46,292-64.1% | $143,757-88.4% | $64,808-74.3% |
| Participation rate | 98.2% | 64.2%+34.0pp | 80.3%+17.9pp | 71.5%+26.8pp |
| Annual return | -16.31% | -10.05%-6.3pp | -0.04%-16.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,740 | $1,910+95.9% | $4,951-24.5% | $2,506+49.3% |
| Participant deferral / active EE | $1,741 | $2,646-34.2% | $5,637-69.1% | $4,310-59.6% |
| Admin fee / account holder | $82 | $154-46.8% | $14,673-99.4% | $188-56.4% |