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 | $48,947 |
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 | $62,567 | $53,165+17.7% | $86,188-27.4% | $74,419-15.9% |
| Participation rate | 95.7% | 64.9%+30.8pp | 69.0%+26.7pp | 70.7%+24.9pp |
| Annual return | 16.07% | 22.64%-6.6pp | 1168.45%-1152.4pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,810 | $1,210+49.6% | $2,380-23.9% | $2,637-31.4% |
| Participant deferral / active EE | $4,507 | $3,234+39.3% | $3,985+13.1% | $4,528-0.5% |
| Admin fee / account holder | $81 | $551-85.2% | $6,852-98.8% | $348-76.6% |