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 37 · EIN 04-2647786 | Loan Processing | $16,741 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $14,403 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $13,125 |
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 | $108,494 | $106,028+2.3% | $146,958-26.2% | $77,643+39.7% |
| Participation rate | 82.1% | 78.4%+3.8pp | 82.2%0pp | 70.6%+11.5pp |
| Annual return | 18.91% | 56.73%-37.8pp | 418.34%-399.4pp | 31.24%-12.3pp |
| Employer contribution / active EE | $3,935 | $4,063-3.2% | $4,933-20.2% | $2,726+44.3% |
| Participant deferral / active EE | $9,943 | $7,990+24.4% | $8,070+23.2% | $4,647+114.0% |
| Admin fee / account holder | $250 | $337-25.8% | $12,998-98.1% | $430-41.8% |