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 | $82,627 |
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 | $33,416 | $57,570-42.0% | $121,098-72.4% | $80,160-58.3% |
| Participation rate | 95.3% | 58.8%+36.4pp | 69.5%+25.8pp | 72.9%+22.3pp |
| Annual return | 18.70% | 20.42%-1.7pp | 985.75%-967.1pp | 40.38%-21.7pp |
| Employer contribution / active EE | $1,106 | $2,119-47.8% | $4,164-73.4% | $2,978-62.9% |
| Participant deferral / active EE | $3,160 | $3,092+2.2% | $4,080-22.5% | $5,017-37.0% |
| Admin fee / account holder | $29 | $121-75.9% | $5,644-99.5% | $145-79.9% |