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 13 · EIN 42-0127290 | Contract Administrator | $37,734 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,455 | $79,171-28.7% | $102,423-44.9% | $74,495-24.2% |
| Participation rate | 96.3% | 74.8%+21.5pp | 76.5%+19.8pp | 67.2%+29.1pp |
| Annual return | 10.85% | 54.93%-44.1pp | 29.32%-18.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $2,734 | $2,362+15.8% | $3,023-9.6% | $2,623+4.2% |
| Participant deferral / active EE | $6,765 | $4,415+53.2% | $5,053+33.9% | $4,346+55.7% |
| Admin fee / account holder | $161 | $2,001-91.9% | $9,451-98.3% | $1,942-91.7% |