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 | $19,696 |
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 | $111,362 | $48,795+128.2% | $65,493+70.0% | $84,808+31.3% |
| Participation rate | 75.9% | 67.0%+8.9pp | 73.1%+2.8pp | 68.3%+7.6pp |
| Annual return | 13.31% | 20.20%-6.9pp | 982.45%-969.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,605 | $1,930+35.0% | $2,574+1.2% | $2,631-1.0% |
| Participant deferral / active EE | $4,848 | $2,928+65.6% | $3,961+22.4% | $4,212+15.1% |
| Admin fee / account holder | $138 | $3,877-96.4% | $5,028-97.3% | $7,344-98.1% |