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 27 · EIN 47-1411118 | Advisory (Plan) | $25,828 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,187 |
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 | $74,588 | $49,693+50.1% | $70,515+5.8% | $74,419+0.2% |
| Participation rate | 87.7% | 64.7%+23.1pp | 68.3%+19.4pp | 70.7%+17.0pp |
| Annual return | 18.32% | 21.22%-2.9pp | 32.77%-14.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $5,389 | $1,773+203.9% | $2,973+81.2% | $2,637+104.3% |
| Participant deferral / active EE | $5,967 | $3,376+76.8% | $4,567+30.7% | $4,528+31.8% |
| Admin fee / account holder | $211 | $316-33.3% | $6,412-96.7% | $348-39.5% |