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 38 · EIN 35-0145825 | Participant Communication | $32,508 |
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 | $44,663 | $52,406-14.8% | $129,207-65.4% | $74,495-40.0% |
| Participation rate | 95.3% | 53.8%+41.5pp | 69.6%+25.7pp | 67.2%+28.1pp |
| Annual return | 13.53% | 15.66%-2.1pp | 9417.33%-9403.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,125 | $1,531+38.8% | $4,153-48.8% | $2,623-19.0% |
| Participant deferral / active EE | $3,496 | $2,794+25.1% | $4,168-16.1% | $4,346-19.5% |
| Admin fee / account holder | $5 | $2,633-99.8% | $7,715-99.9% | $1,942-99.8% |