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 13 · EIN 42-0127290 | Contract Administrator | $10,280 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,219 | $70,669-79.9% | $169,368-91.6% | $75,163-81.1% |
| Participation rate | 87.5% | 64.8%+22.7pp | 77.1%+10.4pp | 67.2%+20.3pp |
| Annual return | -73.71% | 36.36%-110.1pp | 405.60%-479.3pp | 160.62%-234.3pp |
| Employer contribution / active EE | $1,481 | $2,211-33.0% | $4,013-63.1% | $2,670-44.5% |
| Participant deferral / active EE | $5,386 | $4,311+25.0% | $6,221-13.4% | $4,125+30.6% |
| Admin fee / account holder | $239 | $5,402-95.6% | $9,003-97.3% | $5,651-95.8% |