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 | $44,490 |
Service code 49 · EIN 51-6041053 | Other Services | $20,290 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,763 | $65,908-54.8% | $81,812-63.6% | $77,643-61.7% |
| Participation rate | 18.5% | 65.8%-47.3pp | 72.3%-53.8pp | 70.6%-52.1pp |
| Annual return | 19.35% | 26.64%-7.3pp | 773.79%-754.4pp | 31.24%-11.9pp |
| Employer contribution / active EE | $450 | $2,370-81.0% | $2,912-84.5% | $2,726-83.5% |
| Participant deferral / active EE | $757 | $3,505-78.4% | $4,319-82.5% | $4,647-83.7% |
| Admin fee / account holder | $275 | $526-47.8% | $7,386-96.3% | $430-36.2% |