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 | $16,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,778 | $86,286-18.0% | $111,297-36.4% | $85,850-17.6% |
| Participation rate | 53.7% | 73.3%-19.6pp | 77.3%-23.6pp | 69.3%-15.6pp |
| Annual return | 19.29% | 19.99%-0.7pp | 54.65%-35.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $2,251 | $2,043+10.2% | $2,731-17.6% | $2,565-12.3% |
| Participant deferral / active EE | $6,329 | $3,641+73.8% | $4,487+41.0% | $3,952+60.2% |
| Admin fee / account holder | $414 | $8,188-94.9% | $7,964-94.8% | $6,260-93.4% |