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 7-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 27 · EIN 61-1495162 | Advisory (Plan) | $56,259 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,742 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,878 | $50,982+148.9% | $154,803-18.0% | $85,563+48.3% |
| Participation rate | 99.5% | 59.8%+39.7pp | 78.1%+21.4pp | 66.0%+33.5pp |
| Annual return | 13.49% | 30.35%-16.9pp | 58.88%-45.4pp | 31.51%-18.0pp |
| Employer contribution / active EE | $9,155 | $1,708+435.9% | $4,305+112.6% | $2,654+245.0% |
| Participant deferral / active EE | $7,013 | $2,474+183.5% | $5,540+26.6% | $4,375+60.3% |
| Admin fee / account holder | $60 | $846-92.9% | $14,329-99.6% | $834-92.8% |