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 01-0233346 | Recordkeeping | $593 |
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 | $32,877 | $84,487-61.1% | $125,339-73.8% | $66,914-50.9% |
| Participation rate | 83.9% | 76.4%+7.5pp | 82.4%+1.6pp | 69.8%+14.1pp |
| Annual return | -17.96% | -8.39%-9.6pp | 572.05%-590.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,352 | $3,553-33.8% | $4,814-51.1% | $2,544-7.6% |
| Participant deferral / active EE | $5,709 | $6,781-15.8% | $7,446-23.3% | $4,237+34.8% |
| Admin fee / account holder | $191 | $685-72.1% | $10,010-98.1% | $593-67.8% |