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 | $101,489 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $16,639 |
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 | $93,867 | $65,390+43.5% | $169,368-44.6% | $71,457+31.4% |
| Participation rate | 95.3% | 67.0%+28.4pp | 77.1%+18.2pp | 67.9%+27.4pp |
| Annual return | 20.77% | 21.31%-0.5pp | 405.60%-384.8pp | 28.85%-8.1pp |
| Employer contribution / active EE | $3,354 | $2,079+61.4% | $4,013-16.4% | $2,588+29.6% |
| Participant deferral / active EE | $9,510 | $4,367+117.8% | $6,221+52.9% | $4,289+121.7% |
| Admin fee / account holder | $65 | $1,324-95.1% | $9,003-99.3% | $1,587-95.9% |