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 | $2,335 |
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 | $181,415 | $65,061+178.8% | $143,757+26.2% | $66,914+171.1% |
| Participation rate | 92.1% | 65.2%+26.9pp | 80.3%+11.8pp | 69.8%+22.3pp |
| Annual return | -17.34% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $7,807 | $2,361+230.7% | $4,951+57.7% | $2,544+206.8% |
| Participant deferral / active EE | $5,494 | $2,919+88.2% | $5,637-2.5% | $4,237+29.7% |
| Admin fee / account holder | $14 | $502-97.1% | $14,673-99.9% | $593-97.6% |