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 13 · EIN 42-0127290 | Contract Administrator | $32,101 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,398 | $71,142-20.7% | $119,609-52.8% | $64,808-13.0% |
| Participation rate | 98.2% | 78.6%+19.6pp | 79.3%+18.9pp | 71.5%+26.7pp |
| Annual return | -18.85% | -10.01%-8.8pp | -14.97%-3.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $2,232 | $2,497-10.6% | $4,232-47.3% | $2,506-10.9% |
| Participant deferral / active EE | $4,043 | $4,490-10.0% | $5,602-27.8% | $4,310-6.2% |
| Admin fee / account holder | $96 | $162-40.5% | $10,323-99.1% | $188-48.7% |