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 8-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 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $12,447 |
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 | $51,917 | $56,423-8.0% | $77,163-32.7% | $71,457-27.3% |
| Participation rate | 98.5% | 64.3%+34.2pp | 69.6%+29.0pp | 67.9%+30.6pp |
| Annual return | 9.16% | 19.05%-9.9pp | 37.87%-28.7pp | 28.85%-19.7pp |
| Employer contribution / active EE | $730 | $1,866-60.9% | $2,535-71.2% | $2,588-71.8% |
| Participant deferral / active EE | $2,338 | $3,142-25.6% | $3,833-39.0% | $4,289-45.5% |
| Admin fee / account holder | $102 | $1,429-92.9% | $5,472-98.1% | $1,587-93.6% |