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 | $170,639 |
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 the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,891 | $73,034-34.4% | $77,163-37.9% | $80,160-40.3% |
| Participation rate | 87.8% | 78.1%+9.7pp | 69.6%+18.3pp | 72.9%+14.9pp |
| Annual return | 12.61% | 18.56%-5.9pp | 37.87%-25.3pp | 40.38%-27.8pp |
| Employer contribution / active EE | $3,424 | $2,779+23.2% | $2,535+35.1% | $2,978+15.0% |
| Participant deferral / active EE | $2,456 | $4,140-40.7% | $3,833-35.9% | $5,017-51.0% |
| Admin fee / account holder | $101 | $104-2.8% | $5,472-98.2% | $145-30.5% |