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 9-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 41-0417830 | Contract Administrator | $30,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,931 | $56,503-29.3% | $70,092-43.0% | $64,808-38.4% |
| Participation rate | 53.5% | 70.5%-17.0pp | 70.5%-17.0pp | 71.5%-18.0pp |
| Annual return | -11.88% | -13.44%+1.6pp | 190.73%-202.6pp | 32.82%-44.7pp |
| Employer contribution / active EE | $2,469 | $2,046+20.7% | $2,559-3.5% | $2,506-1.5% |
| Participant deferral / active EE | $5,266 | $3,389+55.4% | $3,849+36.8% | $4,310+22.2% |
| Admin fee / account holder | $158 | $160-1.3% | $6,267-97.5% | $188-15.8% |