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 04-2647786 | Recordkeeping Fees | $28,100 |
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 | $40,663 | $50,815-20.0% | $155,509-73.9% | $77,643-47.6% |
| Participation rate | 82.2% | 63.1%+19.1pp | 78.2%+4.0pp | 70.6%+11.6pp |
| Annual return | 15.03% | 34.80%-19.8pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,625 | $1,993-18.5% | $4,672-65.2% | $2,726-40.4% |
| Participant deferral / active EE | $2,678 | $2,822-5.1% | $5,626-52.4% | $4,647-42.4% |
| Admin fee / account holder | $93 | $437-78.8% | $15,912-99.4% | $430-78.5% |