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 9-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 13 · EIN 34-1140070 | Contract Administrator | $8,452 |
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 | $54,695 | $101,317-46.0% | $146,958-62.8% | $74,495-26.6% |
| Participation rate | 79.5% | 75.5%+4.0pp | 82.2%-2.7pp | 67.2%+12.3pp |
| Annual return | 17.86% | 8730.91%-8713.1pp | 418.34%-400.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $2,931 | $3,810-23.1% | $4,933-40.6% | $2,623+11.7% |
| Participant deferral / active EE | $4,779 | $7,303-34.6% | $8,070-40.8% | $4,346+10.0% |
| Admin fee / account holder | $86 | $1,739-95.0% | $12,998-99.3% | $1,942-95.6% |