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 9-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 35-1140070 | Contract Administrator | $13,768 |
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 | $39,939 | $62,928-36.5% | $172,739-76.9% | $67,579-40.9% |
| Participation rate | 31.4% | 64.5%-33.1pp | 82.6%-51.3pp | 71.3%-39.9pp |
| Annual return | 30.41% | 30.36%+0.1pp | 802.84%-772.4pp | 378.56%-348.1pp |
| Employer contribution / active EE | $530 | $1,636-67.6% | $5,143-89.7% | $2,148-75.3% |
| Participant deferral / active EE | $1,003 | $2,145-53.2% | $5,198-80.7% | $3,539-71.7% |
| Admin fee / account holder | $101 | $167-39.6% | $13,954-99.3% | $142-29.3% |