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 | $77,452 |
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 | $68,594 | $78,485-12.6% | $106,213-35.4% | $74,495-7.9% |
| Participation rate | 98.3% | 72.8%+25.5pp | 75.3%+23.1pp | 67.2%+31.1pp |
| Annual return | 15.54% | 15.95%-0.4pp | 116.14%-100.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,778 | $4,322+33.7% | $5,016+15.2% | $4,346+33.0% |
| Admin fee / account holder | $255 | $2,232-88.6% | $11,033-97.7% | $1,942-86.9% |