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 26 · EIN 71-0294708 | Advisory (Participants) | $3,653 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,601 | $106,236-92.8% | $112,228-93.2% | $64,808-88.3% |
| Participation rate | 88.7% | 71.7%+17.0pp | 75.1%+13.6pp | 71.5%+17.2pp |
| Annual return | -17.10% | -6.02%-11.1pp | 27.45%-44.5pp | 32.82%-49.9pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,635-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,127 | $3,785-43.8% | $4,728-55.0% | $4,310-50.7% |
| Admin fee / account holder | $9 | $452-98.0% | $6,410-99.9% | $188-95.2% |