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 5-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 47-4307706 300 MONTGOMERY ST SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $6,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,403 | $68,547-84.8% | $120,354-91.4% | $80,856-87.1% |
| Participation rate | 64.5% | 61.6%+2.9pp | 71.9%-7.4pp | 67.6%-3.1pp |
| Annual return | 16.53% | 23.60%-7.1pp | 107.15%-90.6pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,853 | $2,051-9.7% | $3,463-46.5% | $2,755-32.7% |
| Participant deferral / active EE | $3,697 | $3,173+16.5% | $4,991-25.9% | $4,296-13.9% |
| Admin fee / account holder | $48 | $5,732-99.2% | $9,423-99.5% | $6,918-99.3% |