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 |
|---|---|---|
SWERDLIN & COMPANY1 year Filed as: SWERDLIN NORTHEAST LLC Service code 13 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Contract Administrator | $3,232 |
Filed as: KRAVITZ INC. Service code 99 | Other Fees | $1,825 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 · EIN 82-3719843 101 W. BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $1,424 |
Filed as: KRAVITZ LLC Service code 99 · EIN 82-3719843 16030 VENTURA BLVD, STE 200 · ENCINO, CA 91436 | Other Fees | -$1,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,241 | $94,833-87.1% | $75,696-83.8% | $86,799-85.9% |
| Participation rate | 61.2% | 79.1%-17.9pp | 74.8%-13.6pp | 72.3%-11.0pp |
| Annual return | 19.34% | 16.91%+2.4pp | 104.53%-85.2pp | 97.91%-78.6pp |
| Employer contribution / active EE | $319 | $2,904-89.0% | $2,743-88.4% | $2,405-86.8% |
| Participant deferral / active EE | $1,941 | $3,632-46.5% | $3,821-49.2% | $4,131-53.0% |
| Admin fee / account holder | $99 | $109-9.0% | $3,619-97.3% | $170-41.7% |