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 | $28,909 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $12,706 |
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 | $29,750 | $65,435-54.5% | $86,677-65.7% | $66,914-55.5% |
| Participation rate | 86.1% | 75.5%+10.7pp | 76.6%+9.6pp | 69.8%+16.3pp |
| Annual return | -17.43% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,827 | $2,153-15.2% | $2,836-35.6% | $2,544-28.2% |
| Participant deferral / active EE | $3,337 | $4,100-18.6% | $4,656-28.3% | $4,237-21.2% |
| Admin fee / account holder | $246 | $642-61.6% | $7,493-96.7% | $593-58.5% |