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 9-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 | $33,104 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,218 | $50,815-70.1% | $155,509-90.2% | $77,643-80.4% |
| Participation rate | 91.6% | 63.1%+28.5pp | 78.2%+13.4pp | 70.6%+21.0pp |
| Annual return | 90.23% | 34.80%+55.4pp | 64.67%+25.6pp | 31.24%+59.0pp |
| Employer contribution / active EE | $2,034 | $1,993+2.1% | $4,672-56.5% | $2,726-25.4% |
| Participant deferral / active EE | $2,752 | $2,822-2.5% | $5,626-51.1% | $4,647-40.8% |
| Admin fee / account holder | $221 | $437-49.4% | $15,912-98.6% | $430-48.6% |