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 99 · EIN 47-1411118 | Other Fees | $35,673 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $19,442 |
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 | $134,248 | $96,484+39.1% | $156,263-14.1% | $74,304+80.7% |
| Participation rate | 95.8% | 67.7%+28.1pp | 78.9%+16.9pp | 60.3%+35.4pp |
| Annual return | 12.14% | 17.73%-5.6pp | 59.47%-47.3pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,999 | $2,528-20.9% | $4,333-53.9% | $2,241-10.8% |
| Participant deferral / active EE | $6,960 | $4,286+62.4% | $6,158+13.0% | $3,767+84.7% |
| Admin fee / account holder | $125 | $3,728-96.7% | $14,255-99.1% | $2,969-95.8% |