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 | $194,885 |
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 | $43,918 | $61,756-28.9% | $70,092-37.3% | $77,904-43.6% |
| Participation rate | 86.0% | 79.9%+6.2pp | 70.5%+15.6pp | 73.7%+12.4pp |
| Annual return | -9.18% | -11.86%+2.7pp | 190.73%-199.9pp | 12.21%-21.4pp |
| Employer contribution / active EE | $2,872 | $2,706+6.1% | $2,559+12.2% | $2,848+0.9% |
| Participant deferral / active EE | $2,075 | $3,977-47.8% | $3,849-46.1% | $4,806-56.8% |
| Admin fee / account holder | $126 | $101+24.0% | $6,267-98.0% | $133-5.2% |