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 27 · EIN 59-2937883 | Advisory (Plan) | $42,204 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,053 |
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 | $120,727 | $104,475+15.6% | $159,436-24.3% | $79,386+52.1% |
| Participation rate | 82.9% | 76.6%+6.3pp | 82.8%+0.1pp | 70.7%+12.2pp |
| Annual return | 14.61% | 67.95%-53.3pp | 263.57%-249.0pp | 116.85%-102.2pp |
| Employer contribution / active EE | $3,056 | $3,417-10.6% | $4,829-36.7% | $2,427+25.9% |
| Participant deferral / active EE | $11,547 | $6,467+78.5% | $7,352+57.1% | $4,046+185.4% |
| Admin fee / account holder | $38 | $711-94.7% | $10,799-99.6% | $626-94.0% |