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 6-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 | $7,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,193 | $79,171-27.8% | $102,423-44.2% | $74,495-23.2% |
| Participation rate | 43.2% | 74.8%-31.6pp | 76.5%-33.3pp | 67.2%-24.0pp |
| Annual return | 16.45% | 54.93%-38.5pp | 29.32%-12.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,157 | $2,362-51.0% | $3,023-61.7% | $2,623-55.9% |
| Participant deferral / active EE | $2,348 | $4,415-46.8% | $5,053-53.5% | $4,346-46.0% |
| Admin fee / account holder | $54 | $2,001-97.3% | $9,451-99.4% | $1,942-97.2% |