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 9-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 | $131,493 |
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 | $56,132 | $62,581-10.3% | $124,672-55.0% | $86,799-35.3% |
| Participation rate | 98.9% | 56.9%+42.0pp | 74.6%+24.3pp | 72.3%+26.6pp |
| Annual return | 12.56% | 26.67%-14.1pp | 5142.93%-5130.4pp | 97.91%-85.3pp |
| Employer contribution / active EE | $5,724 | $1,604+256.9% | $3,324+72.2% | $2,405+138.0% |
| Participant deferral / active EE | $5,199 | $2,725+90.7% | $4,614+12.7% | $4,131+25.8% |
| Admin fee / account holder | $121 | $170-28.4% | $7,493-98.4% | $170-28.4% |