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 | $11,256 |
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 | $441,515 | $101,317+335.8% | $146,958+200.4% | $74,495+492.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 25.77% | 8730.91%-8705.1pp | 418.34%-392.6pp | 1364.94%-1339.2pp |
| Employer contribution / active EE | $16,623 | $3,810+336.3% | $4,933+237.0% | $2,623+533.8% |
| Participant deferral / active EE | $2,520 | $7,303-65.5% | $8,070-68.8% | $4,346-42.0% |
| Admin fee / account holder | $76 | $1,739-95.6% | $12,998-99.4% | $1,942-96.1% |