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 5-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 | $69,969 |
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 | $115,995 | $88,890+30.5% | $102,423+13.3% | $77,643+49.4% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.5%+20.6pp | 70.6%+26.6pp |
| Annual return | 13.13% | 24.98%-11.9pp | 29.32%-16.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,286 | $2,698-15.3% | $3,023-24.4% | $2,726-16.1% |
| Participant deferral / active EE | $7,994 | $5,145+55.4% | $5,053+58.2% | $4,647+72.0% |
| Admin fee / account holder | $146 | $235-37.8% | $9,451-98.5% | $430-66.0% |