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 | Consulting (general); Participant loa... | $3,572 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,717 | $62,127-11.9% | $81,382-32.8% | $74,495-26.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 9.41% | 16.48%-7.1pp | 24.73%-15.3pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $794 | $1,882-57.8% | $2,463-67.8% | $2,623-69.7% |
| Participant deferral / active EE | $2,466 | $3,229-23.6% | $3,883-36.5% | $4,346-43.2% |
| Admin fee / account holder | $39 | $1,934-98.0% | $5,768-99.3% | $1,942-98.0% |