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 13 · EIN 42-0127290 | Contract Administrator | $4,772 |
RETIREMENT, LLC6 years Service code 13 · EIN 26-3723532 | Contract Administrator | $2,736 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,666 | $95,416-81.5% | $185,823-90.5% | $85,850-79.4% |
| Participation rate | 95.5% | 68.8%+26.7pp | 81.7%+13.8pp | 69.3%+26.1pp |
| Annual return | 7.61% | 23.59%-16.0pp | 122.05%-114.4pp | 318.53%-310.9pp |
| Employer contribution / active EE | $1,452 | $3,314-56.2% | $5,167-71.9% | $2,565-43.4% |
| Participant deferral / active EE | $311 | $3,423-90.9% | $5,568-94.4% | $3,952-92.1% |
| Admin fee / account holder | $78 | $7,213-98.9% | $16,237-99.5% | $6,260-98.8% |