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 3-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 60 · EIN 04-2647786 | Sub-TA Fees | $1,179 |
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 | $81,055 | $78,485+3.3% | $106,213-23.7% | $74,495+8.8% |
| Participation rate | 98.2% | 72.8%+25.3pp | 75.3%+22.9pp | 67.2%+31.0pp |
| Annual return | 26.18% | 15.95%+10.2pp | 116.14%-90.0pp | 1364.94%-1338.8pp |
| Employer contribution / active EE | $10,027 | $2,523+297.5% | $3,171+216.2% | $2,623+282.3% |
| Participant deferral / active EE | $19,017 | $4,322+340.0% | $5,016+279.1% | $4,346+337.6% |
| Admin fee / account holder | $23 | $2,232-99.0% | $11,033-99.8% | $1,942-98.8% |