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 | $62,383 |
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 | $128,577 | $155,364-17.2% | $103,476+24.3% | $77,643+65.6% |
| Participation rate | 81.4% | 85.5%-4.1pp | 80.5%+0.9pp | 70.6%+10.8pp |
| Annual return | 22.69% | 19.02%+3.7pp | 23.90%-1.2pp | 31.24%-8.5pp |
| Employer contribution / active EE | $7,228 | $5,949+21.5% | $4,672+54.7% | $2,726+165.2% |
| Participant deferral / active EE | $11,384 | $8,482+34.2% | $6,623+71.9% | $4,647+145.0% |
| Admin fee / account holder | $220 | $503-56.3% | $9,413-97.7% | $430-49.0% |