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 06-1050034 | Contract Administrator | $89,519 |
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 | $88,521 | $104,317-15.1% | $159,436-44.5% | $86,799+2.0% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.8%+13.5pp | 72.3%+24.0pp |
| Annual return | 19.87% | 26.32%-6.5pp | 263.57%-243.7pp | 97.91%-78.0pp |
| Employer contribution / active EE | $5,364 | $3,451+55.4% | $4,829+11.1% | $2,405+123.0% |
| Participant deferral / active EE | $11,452 | $6,837+67.5% | $7,352+55.8% | $4,131+177.2% |
| Admin fee / account holder | $133 | $172-22.7% | $10,799-98.8% | $170-21.5% |