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 10-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 | $30,409 |
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 | $70,099 | $49,451+41.8% | $79,550-11.9% | $66,914+4.8% |
| Participation rate | 96.2% | 61.3%+34.8pp | 69.5%+26.7pp | 69.8%+26.4pp |
| Annual return | -16.00% | 84.25%-100.3pp | 0.16%-16.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,911 | $1,266+51.0% | $2,413-20.8% | $2,544-24.9% |
| Participant deferral / active EE | $6,799 | $3,159+115.2% | $3,985+70.6% | $4,237+60.5% |
| Admin fee / account holder | $155 | $595-74.0% | $6,832-97.7% | $593-73.9% |