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 | $78,683 |
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 | $76,607 | $84,556-9.4% | $116,228-34.1% | $74,304+3.1% |
| Participation rate | 98.3% | 66.0%+32.3pp | 74.6%+23.8pp | 60.3%+38.0pp |
| Annual return | 10.17% | 18.35%-8.2pp | 90.06%-79.9pp | 29.43%-19.3pp |
| Employer contribution / active EE | $1,751 | $2,168-19.2% | $2,994-41.5% | $2,241-21.9% |
| Participant deferral / active EE | $6,590 | $3,814+72.8% | $4,953+33.0% | $3,767+74.9% |
| Admin fee / account holder | $251 | $3,792-93.4% | $11,989-97.9% | $2,969-91.5% |