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 15 · EIN 01-0233346 | Recordkeeping | $5,124 |
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 | $39,507 | $55,416-28.7% | $75,972-48.0% | $77,643-49.1% |
| Participation rate | 79.3% | 63.6%+15.7pp | 69.1%+10.2pp | 70.6%+8.7pp |
| Annual return | 14.20% | 17.07%-2.9pp | 359.55%-345.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,588 | $1,788+44.8% | $2,685-3.6% | $2,726-5.1% |
| Participant deferral / active EE | $4,283 | $3,447+24.3% | $4,255+0.7% | $4,647-7.8% |
| Admin fee / account holder | $199 | $414-51.8% | $6,467-96.9% | $430-53.7% |