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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 41-0417830 | Contract Administrator | $4,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,672 | $48,471-12.0% | $182,532-76.6% | $67,579-36.9% |
| Participation rate | 66.7% | 67.2%-0.5pp | 78.0%-11.3pp | 71.3%-4.6pp |
| Annual return | 20.78% | 31.08%-10.3pp | 148.54%-127.8pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,086 | $1,461-25.6% | $4,076-73.3% | $2,148-49.4% |
| Participant deferral / active EE | $2,130 | $3,324-35.9% | $5,524-61.4% | $3,539-39.8% |
| Admin fee / account holder | $17 | $151-88.7% | $8,592-99.8% | $142-88.0% |