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 48-1205033 | Recordkeeping | $10,714 |
THE BENEFIT PRACTICE1 year Service code 14 · EIN 13-4144565 | Plan Administrator | $2,025 |
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 | $53,980 | $91,407-40.9% | $135,903-60.3% | $71,457-24.5% |
| Participation rate | 71.6% | 75.7%-4.1pp | 81.9%-10.3pp | 67.9%+3.7pp |
| Annual return | 21.58% | 29.90%-8.3pp | 68.23%-46.6pp | 28.85%-7.3pp |
| Employer contribution / active EE | $4,902 | $3,703+32.4% | $4,856+0.9% | $2,588+89.4% |
| Participant deferral / active EE | $7,842 | $7,092+10.6% | $7,758+1.1% | $4,289+82.9% |
| Admin fee / account holder | $78 | $1,266-93.8% | $10,762-99.3% | $1,587-95.1% |