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 | $74,925 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,566 | $71,516-12.5% | $98,439-36.4% | $71,457-12.4% |
| Participation rate | 97.8% | 72.7%+25.1pp | 75.2%+22.6pp | 67.9%+29.9pp |
| Annual return | 5.72% | 32.41%-26.7pp | 21.16%-15.4pp | 28.85%-23.1pp |
| Employer contribution / active EE | $1,762 | $2,399-26.5% | $3,048-42.2% | $2,588-31.9% |
| Participant deferral / active EE | $5,432 | $4,109+32.2% | $4,738+14.6% | $4,289+26.6% |
| Admin fee / account holder | $253 | $1,675-84.9% | $8,948-97.2% | $1,587-84.1% |