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 | $61,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,895 | $109,881+11.8% | $150,045-18.1% | $84,808+44.9% |
| Participation rate | 0.0% | 76.1%-76.1pp | 82.3%-82.3pp | 68.3%-68.3pp |
| Annual return | 14.74% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,476 | $3,561+53.8% | $4,693+16.7% | $2,631+108.1% |
| Participant deferral / active EE | $35,565 | $6,636+435.9% | $7,997+344.7% | $4,212+744.5% |
| Admin fee / account holder | $30,893 | $8,568+260.6% | $13,435+129.9% | $7,344+320.7% |