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 5-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 06-1050034 | Contract Administrator | $7,678 |
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 | $173,131 | $82,978+108.6% | $129,995+33.2% | $71,457+142.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 10.82% | 20.60%-9.8pp | -137.18%+148.0pp | 28.85%-18.0pp |
| Employer contribution / active EE | $4,887 | $2,622+86.4% | $4,320+13.1% | $2,588+88.8% |
| Participant deferral / active EE | $10,584 | $4,432+138.8% | $5,820+81.9% | $4,289+146.8% |
| Admin fee / account holder | $34 | $1,729-98.1% | $10,614-99.7% | $1,587-97.9% |