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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 | $65,411 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,502 | $84,487-62.7% | $125,339-74.9% | $66,914-52.9% |
| Participation rate | 91.7% | 76.4%+15.3pp | 82.4%+9.3pp | 69.8%+21.9pp |
| Annual return | -19.88% | -8.39%-11.5pp | 572.05%-591.9pp | 1.58%-21.5pp |
| Employer contribution / active EE | $5,582 | $3,553+57.1% | $4,814+16.0% | $2,544+119.4% |
| Participant deferral / active EE | $12,070 | $6,781+78.0% | $7,446+62.1% | $4,237+184.9% |
| Admin fee / account holder | $286 | $685-58.3% | $10,010-97.1% | $593-51.9% |