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 7-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 | $28,897 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $5,403 |
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 | $12,060 | $84,487-85.7% | $125,339-90.4% | $66,914-82.0% |
| Participation rate | 93.6% | 76.4%+17.2pp | 82.4%+11.2pp | 69.8%+23.8pp |
| Annual return | -16.93% | -8.39%-8.5pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $3,291 | $3,553-7.4% | $4,814-31.6% | $2,544+29.3% |
| Participant deferral / active EE | $7,806 | $6,781+15.1% | $7,446+4.8% | $4,237+84.2% |
| Admin fee / account holder | $137 | $685-80.0% | $10,010-98.6% | $593-77.0% |