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 15 · EIN 73-1577418 | Recordkeeping | $5,903 |
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 | $28,786 | $50,982-43.5% | $154,803-81.4% | $85,563-66.4% |
| Participation rate | 85.4% | 59.8%+25.6pp | 78.1%+7.4pp | 66.0%+19.5pp |
| Annual return | 15.07% | 30.35%-15.3pp | 58.88%-43.8pp | 31.51%-16.4pp |
| Employer contribution / active EE | $1,886 | $1,708+10.4% | $4,305-56.2% | $2,654-28.9% |
| Participant deferral / active EE | $3,354 | $2,474+35.6% | $5,540-39.5% | $4,375-23.3% |
| Admin fee / account holder | $194 | $846-77.0% | $14,329-98.6% | $834-76.7% |