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 | $25,078 |
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 | $112,584 | $101,317+11.1% | $146,958-23.4% | $74,495+51.1% |
| Participation rate | 74.7% | 75.5%-0.8pp | 82.2%-7.4pp | 67.2%+7.5pp |
| Annual return | 28.93% | 8730.91%-8702.0pp | 418.34%-389.4pp | 1364.94%-1336.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,259 | $7,303+54.2% | $8,070+39.5% | $4,346+159.1% |
| Admin fee / account holder | $161 | $1,739-90.7% | $12,998-98.8% | $1,942-91.7% |