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 | $45,887 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,688 | $62,943-43.3% | $142,863-75.0% | $93,030-61.6% |
| Participation rate | 95.5% | 63.3%+32.2pp | 71.9%+23.6pp | 73.9%+21.6pp |
| Annual return | 15.31% | 16.28%-1.0pp | 5637.54%-5622.2pp | 158.70%-143.4pp |
| Employer contribution / active EE | $1,098 | $1,374-20.0% | $4,144-73.5% | $2,706-59.4% |
| Participant deferral / active EE | $3,257 | $2,841+14.7% | $3,837-15.1% | $4,562-28.6% |
| Admin fee / account holder | $19 | $103-81.0% | $6,560-99.7% | $152-87.2% |