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 15 · EIN 01-0233346 | Recordkeeping | $52,745 |
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 | $36,619 | $50,982-28.2% | $154,803-76.3% | $85,563-57.2% |
| Participation rate | 94.0% | 59.8%+34.2pp | 78.1%+15.9pp | 66.0%+28.0pp |
| Annual return | 15.55% | 30.35%-14.8pp | 58.88%-43.3pp | 31.51%-16.0pp |
| Employer contribution / active EE | $3,907 | $1,708+128.7% | $4,305-9.3% | $2,654+47.2% |
| Participant deferral / active EE | $3,595 | $2,474+45.3% | $5,540-35.1% | $4,375-17.8% |
| Admin fee / account holder | $170 | $846-79.9% | $14,329-98.8% | $834-79.6% |