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 | $2,636 |
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 | $108,797 | $76,050+43.1% | $96,544+12.7% | $71,457+52.3% |
| Participation rate | 72.0% | 74.4%-2.4pp | 76.0%-4.0pp | 67.9%+4.0pp |
| Annual return | 23.39% | 22.81%+0.6pp | 25.84%-2.5pp | 28.85%-5.5pp |
| Employer contribution / active EE | $3,235 | $2,244+44.1% | $2,965+9.1% | $2,588+25.0% |
| Participant deferral / active EE | $6,428 | $4,215+52.5% | $4,851+32.5% | $4,289+49.9% |
| Admin fee / account holder | $19 | $2,707-99.3% | $8,252-99.8% | $1,587-98.8% |