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 15 · EIN 16-1450952 | Recordkeeping | $8,492 |
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 | $79,737 | $79,171+0.7% | $102,423-22.2% | $74,495+7.0% |
| Participation rate | 92.8% | 74.8%+18.0pp | 76.5%+16.3pp | 67.2%+25.6pp |
| Annual return | 16.55% | 54.93%-38.4pp | 29.32%-12.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,274 | $2,362-46.1% | $3,023-57.9% | $2,623-51.4% |
| Participant deferral / active EE | $4,828 | $4,415+9.3% | $5,053-4.5% | $4,346+11.1% |
| Admin fee / account holder | $53 | $2,001-97.4% | $9,451-99.4% | $1,942-97.3% |