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 | $13,532 |
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 | $94,844 | $60,323+57.2% | $81,812+15.9% | $74,495+27.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 33.02% | 16.90%+16.1pp | 773.79%-740.8pp | 1364.94%-1331.9pp |
| Employer contribution / active EE | $8,735 | $2,620+233.4% | $2,912+199.9% | $2,623+233.0% |
| Participant deferral / active EE | $8,463 | $3,387+149.8% | $4,319+96.0% | $4,346+94.7% |
| Admin fee / account holder | $86 | $1,486-94.2% | $7,386-98.8% | $1,942-95.6% |