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 35-0145825 | Recordkeeping | $96,759 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $15,080 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,675 | $59,159+44.8% | $159,960-46.4% | $66,914+28.0% |
| Participation rate | 90.0% | 68.1%+21.9pp | 78.0%+12.1pp | 69.8%+20.2pp |
| Annual return | -17.58% | -12.26%-5.3pp | 408.60%-426.2pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,986 | $1,983+50.6% | $4,226-29.3% | $2,544+17.3% |
| Participant deferral / active EE | $9,058 | $4,395+106.1% | $6,182+46.5% | $4,237+113.8% |
| Admin fee / account holder | $57 | $591-90.4% | $8,698-99.3% | $593-90.4% |