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) | $66,649 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,011 |
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 | $78,039 | $55,416+40.8% | $75,972+2.7% | $77,643+0.5% |
| Participation rate | 96.4% | 63.6%+32.8pp | 69.1%+27.4pp | 70.6%+25.8pp |
| Annual return | 12.96% | 17.07%-4.1pp | 359.55%-346.6pp | 31.24%-18.3pp |
| Employer contribution / active EE | $6,915 | $1,788+286.9% | $2,685+157.6% | $2,726+153.7% |
| Participant deferral / active EE | $7,319 | $3,447+112.3% | $4,255+72.0% | $4,647+57.5% |
| Admin fee / account holder | $222 | $414-46.4% | $6,467-96.6% | $430-48.5% |