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 99 · EIN 75-3099290 | Other Fees | $13,963 |
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 | $31,110 | $76,670-59.4% | $96,683-67.8% | $71,457-56.5% |
| Participation rate | 92.3% | 66.6%+25.7pp | 74.3%+18.0pp | 67.9%+24.4pp |
| Annual return | 16.67% | 48.29%-31.6pp | 35.69%-19.0pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,246 | $3,031-58.9% | $3,737-66.7% | $2,588-51.8% |
| Participant deferral / active EE | $3,085 | $3,771-18.2% | $4,878-36.8% | $4,289-28.1% |
| Admin fee / account holder | $107 | $2,028-94.7% | $6,730-98.4% | $1,587-93.3% |