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 6-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 49 · EIN 74-2794194 | Other Services | $21,157 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,291 |
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 | $94,793 | $45,863+106.7% | $77,024+23.1% | $68,494+38.4% |
| Participation rate | 98.4% | 55.9%+42.5pp | 67.9%+30.5pp | 67.9%+30.5pp |
| Annual return | -12.54% | 1.72%-14.3pp | 42.32%-54.9pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,434 | $1,650+47.6% | $2,812-13.4% | $2,596-6.2% |
| Participant deferral / active EE | $9,317 | $2,962+214.5% | $4,426+110.5% | $4,027+131.4% |
| Admin fee / account holder | $13 | $3,041-99.6% | $5,425-99.8% | $5,403-99.8% |