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 7-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 26 · EIN 71-0294708 | Advisory (Participants) | $7,589 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,809 | $65,061-89.5% | $143,757-95.3% | $66,914-89.8% |
| Participation rate | 77.9% | 65.2%+12.7pp | 80.3%-2.4pp | 69.8%+8.1pp |
| Annual return | 17.18% | -11.14%+28.3pp | -0.04%+17.2pp | 1.58%+15.6pp |
| Employer contribution / active EE | $1,133 | $2,361-52.0% | $4,951-77.1% | $2,544-55.5% |
| Participant deferral / active EE | $3,493 | $2,919+19.7% | $5,637-38.0% | $4,237-17.6% |
| Admin fee / account holder | $20 | $502-96.0% | $14,673-99.9% | $593-96.6% |