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 13 · EIN 35-1140070 | Contract Administrator | $32,637 |
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 | $23,887 | $91,762-74.0% | $67,502-64.6% | $77,643-69.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 240.64% | 14.87%+225.8pp | 3512.12%-3271.5pp | 31.24%+209.4pp |
| Employer contribution / active EE | $4,779 | $3,181+50.2% | $2,731+75.0% | $2,726+75.3% |
| Participant deferral / active EE | $2,979 | $3,903-23.7% | $4,000-25.5% | $4,647-35.9% |
| Admin fee / account holder | $86 | $176-51.2% | $3,998-97.9% | $430-80.0% |