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 41-0417830 | Contract Administrator | $993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,031 | $59,328-39.3% | $118,925-69.7% | $73,488-51.0% |
| Participation rate | 56.9% | 62.3%-5.4pp | 75.4%-18.5pp | 70.7%-13.8pp |
| Annual return | 5.84% | 19.13%-13.3pp | 35.88%-30.0pp | 28.51%-22.7pp |
| Employer contribution / active EE | $1,251 | $1,803-30.6% | $3,263-61.7% | $2,270-44.9% |
| Participant deferral / active EE | $2,568 | $2,604-1.4% | $4,265-39.8% | $3,740-31.3% |
| Admin fee / account holder | $17 | $600-97.2% | $6,581-99.7% | $513-96.7% |