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 | $2,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,807 | $86,225-59.6% | $146,665-76.3% | $86,799-59.9% |
| Participation rate | 47.1% | 78.0%-30.9pp | 80.1%-33.0pp | 72.3%-25.2pp |
| Annual return | 17.83% | 31.23%-13.4pp | 22.74%-4.9pp | 97.91%-80.1pp |
| Employer contribution / active EE | $960 | $2,392-59.8% | $4,136-76.8% | $2,405-60.1% |
| Participant deferral / active EE | $2,031 | $4,245-52.2% | $5,506-63.1% | $4,131-50.8% |
| Admin fee / account holder | $20 | $195-89.9% | $10,280-99.8% | $170-88.4% |