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 | $384,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,255 | $45,365-22.3% | $58,482-39.7% | $96,393-63.4% |
| Participation rate | 19.1% | 30.9%-11.8pp | 50.9%-31.8pp | 71.3%-52.2pp |
| Annual return | 19.26% | 20.48%-1.2pp | 4239.32%-4220.1pp | 22.88%-3.6pp |
| Employer contribution / active EE | $459 | $584-21.5% | $1,053-56.4% | $3,238-85.8% |
| Participant deferral / active EE | $958 | $1,304-26.5% | $1,924-50.2% | $5,455-82.4% |
| Admin fee / account holder | $54 | $74-27.2% | $2,516-97.9% | $74-26.9% |