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 27 · EIN 43-1451524 | Advisory (Plan) | $46,843 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,316 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,154 | $101,317-16.9% | $146,958-42.7% | $74,495+13.0% |
| Participation rate | 74.8% | 75.5%-0.7pp | 82.2%-7.4pp | 67.2%+7.6pp |
| Annual return | 15.93% | 8730.91%-8715.0pp | 418.34%-402.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $153 | $3,810-96.0% | $4,933-96.9% | $2,623-94.2% |
| Participant deferral / active EE | $12,177 | $7,303+66.7% | $8,070+50.9% | $4,346+180.2% |
| Admin fee / account holder | $299 | $1,739-82.8% | $12,998-97.7% | $1,942-84.6% |