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 30-0219031 | Recordkeeping | $11,750 |
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 | $108,947 | $56,317+93.5% | $71,209+53.0% | $74,304+46.6% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 22.66% | 42.83%-20.2pp | 282.51%-259.9pp | 29.43%-6.8pp |
| Employer contribution / active EE | $8,907 | $2,160+312.4% | $2,721+227.4% | $2,241+297.4% |
| Participant deferral / active EE | $9,835 | $2,788+252.8% | $4,175+135.6% | $3,767+161.1% |
| Admin fee / account holder | $74 | $2,290-96.8% | $5,349-98.6% | $2,969-97.5% |