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 13 · EIN 41-1447816 | Contract Administrator | $16,047 |
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 | $86,708 | $93,571-7.3% | $135,903-36.2% | $75,163+15.4% |
| Participation rate | 79.7% | 75.2%+4.5pp | 81.9%-2.2pp | 67.2%+12.5pp |
| Annual return | 18.25% | 30.90%-12.6pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,332 | $3,537-34.1% | $4,856-52.0% | $2,670-12.7% |
| Participant deferral / active EE | $7,819 | $6,404+22.1% | $7,758+0.8% | $4,125+89.6% |
| Admin fee / account holder | $115 | $6,975-98.3% | $10,762-98.9% | $5,651-98.0% |