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 42-0127290 | Contract Administrator | $61,542 |
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 | $66,207 | $56,767+16.6% | $101,794-35.0% | $85,563-22.6% |
| Participation rate | 96.6% | 57.6%+39.0pp | 69.2%+27.4pp | 66.0%+30.7pp |
| Annual return | 15.12% | 17.76%-2.6pp | 30.53%-15.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $1,965 | $1,112+76.7% | $2,289-14.1% | $2,654-25.9% |
| Participant deferral / active EE | $4,500 | $2,720+65.5% | $4,084+10.2% | $4,375+2.9% |
| Admin fee / account holder | $85 | $1,098-92.3% | $8,777-99.0% | $834-89.9% |