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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.
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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 | $2,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,550 | $46,732-88.1% | $156,549-96.5% | $55,167-89.9% |
| Participation rate | 43.7% | 65.8%-22.1pp | 84.0%-40.3pp | 69.0%-25.3pp |
| Annual return | 107.60% | 17.72%+89.9pp | 32.23%+75.4pp | 169.23%-61.6pp |
| Employer contribution / active EE | $915 | $2,105-56.5% | $5,501-83.4% | $1,963-53.4% |
| Participant deferral / active EE | $1,539 | $2,204-30.2% | $4,871-68.4% | $3,054-49.6% |
| Admin fee / account holder | $38 | $418-90.9% | $13,027-99.7% | $504-92.4% |