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) | $7,719 |
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 | $10,633 | $82,917-87.2% | $103,333-89.7% | $77,643-86.3% |
| Participation rate | 82.0% | 71.6%+10.4pp | 74.5%+7.5pp | 70.6%+11.4pp |
| Annual return | 12.30% | 19.13%-6.8pp | 24.88%-12.6pp | 31.24%-18.9pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,545 | $4,108-38.1% | $5,057-49.7% | $4,647-45.2% |
| Admin fee / account holder | $16 | $638-97.5% | $8,355-99.8% | $430-96.3% |