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 | $269,317 |
INVESCO1 year Filed as: CAPITAL STRATEGIES INVES Service code 27 · EIN 26-4789150 | Advisory (Plan) | $125,000 |
RUBINBROWN LLP2 years Service code 27 · EIN 43-1755727 | Advisory (Plan) | $8,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,154 | $130,141-26.9% | $86,677+9.8% | $77,904+22.1% |
| Participation rate | 43.4% | 85.9%-42.6pp | 76.6%-33.2pp | 73.7%-30.3pp |
| Annual return | -14.67% | -12.75%-1.9pp | 35.91%-50.6pp | 12.21%-26.9pp |
| Employer contribution / active EE | $849 | $3,220-73.6% | $2,836-70.1% | $2,848-70.2% |
| Participant deferral / active EE | $3,392 | $5,757-41.1% | $4,656-27.1% | $4,806-29.4% |
| Admin fee / account holder | $185 | $132+40.4% | $7,493-97.5% | $133+39.6% |