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 21 · EIN 66-0561870 | Bank Trustee | $5,930 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,512 | $162,322+114.1% | $135,903+155.7% | - |
| Participation rate | 100.0% | 71.5%+28.5pp | 81.9%+18.1pp | - |
| Annual return | 7.19% | 15.15%-8.0pp | 68.23%-61.0pp | - |
| Employer contribution / active EE | $16,027 | $3,400+371.4% | $4,856+230.0% | - |
| Participant deferral / active EE | $2,491 | $5,722-56.5% | $7,758-67.9% | - |
| Admin fee / account holder | $71 | $23,877-99.7% | $10,762-99.3% | - |