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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 13 · EIN 42-0127290 | Contract Administrator | $5,192 |
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 | $133,782 | $80,968+65.2% | $96,544+38.6% | $75,163+78.0% |
| Participation rate | 73.0% | 71.8%+1.2pp | 76.0%-3.0pp | 67.2%+5.8pp |
| Annual return | 12.36% | 27.06%-14.7pp | 25.84%-13.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,564 | $3,928-9.3% | $4,851-26.5% | $4,125-13.6% |
| Admin fee / account holder | $58 | $6,724-99.1% | $8,252-99.3% | $5,651-99.0% |