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 8-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 | $41,261 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,550 | $91,407+7.8% | $135,903-27.5% | $71,457+37.9% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | -28.24% | 29.90%-58.1pp | 68.23%-96.5pp | 28.85%-57.1pp |
| Employer contribution / active EE | $5,344 | $3,703+44.3% | $4,856+10.0% | $2,588+106.5% |
| Participant deferral / active EE | $19,880 | $7,092+180.3% | $7,758+156.3% | $4,289+363.5% |
| Admin fee / account holder | $221 | $1,266-82.6% | $10,762-97.9% | $1,587-86.1% |