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 | $50 |
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 | $191,045 | $47,126+305.4% | $149,673+27.6% | $74,419+156.7% |
| Participation rate | 97.7% | 63.4%+34.3pp | 78.8%+18.9pp | 70.7%+27.0pp |
| Annual return | 17.08% | 22.75%-5.7pp | 134.42%-117.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $8,516 | $1,905+346.9% | $4,818+76.8% | $2,637+222.9% |
| Participant deferral / active EE | $6,081 | $2,728+122.9% | $5,680+7.1% | $4,528+34.3% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |