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 7-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 75-2408441 | Contract Administrator | $6,000 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,811 | $104,475-68.6% | $159,436-79.4% | $79,386-58.7% |
| Participation rate | 47.0% | 76.6%-29.6pp | 82.8%-35.8pp | 70.7%-23.7pp |
| Annual return | 26.65% | 67.95%-41.3pp | 263.57%-236.9pp | 116.85%-90.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,526 | $6,467-60.9% | $7,352-65.6% | $4,046-37.6% |
| Admin fee / account holder | $128 | $711-81.9% | $10,799-98.8% | $626-79.5% |