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 8-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 | $30,127 |
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 | $7,889 | $42,353-81.4% | $79,550-90.1% | $64,808-87.8% |
| Participation rate | 71.3% | 64.8%+6.6pp | 69.5%+1.9pp | 71.5%-0.1pp |
| Annual return | -11.17% | -12.24%+1.1pp | 0.16%-11.3pp | 32.82%-44.0pp |
| Employer contribution / active EE | $1,013 | $1,181-14.2% | $2,413-58.0% | $2,506-59.6% |
| Participant deferral / active EE | $2,112 | $3,170-33.4% | $3,985-47.0% | $4,310-51.0% |
| Admin fee / account holder | $72 | $160-54.6% | $6,832-98.9% | $188-61.4% |