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 | $49,627 |
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 | $74,024 | $60,776+21.8% | $85,682-13.6% | $79,386-6.8% |
| Participation rate | 94.2% | 62.1%+32.1pp | 69.9%+24.3pp | 70.7%+23.4pp |
| Annual return | 13.02% | 16.57%-3.6pp | 21.49%-8.5pp | 116.85%-103.8pp |
| Employer contribution / active EE | $2,710 | $1,663+62.9% | $2,618+3.5% | $2,427+11.6% |
| Participant deferral / active EE | $4,670 | $2,919+60.0% | $3,923+19.1% | $4,046+15.4% |
| Admin fee / account holder | $152 | $438-65.3% | $6,873-97.8% | $626-75.7% |