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 8-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 | $17,037 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $14,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,906 | $53,053-5.9% | $126,539-60.6% | $74,304-32.8% |
| Participation rate | 60.4% | 48.0%+12.4pp | 69.8%-9.4pp | 60.3%0pp |
| Annual return | 9.30% | 29.46%-20.2pp | 425.95%-416.6pp | 29.43%-20.1pp |
| Employer contribution / active EE | $612 | $1,168-47.6% | $3,674-83.4% | $2,241-72.7% |
| Participant deferral / active EE | $1,901 | $2,303-17.5% | $4,083-53.4% | $3,767-49.5% |
| Admin fee / account holder | $247 | $3,698-93.3% | $6,065-95.9% | $2,969-91.7% |