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 42-0127290 | Contract Administrator | $1,269 |
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.
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 | $77,303 | $92,055-16.0% | $106,213-27.2% | $77,643-0.4% |
| Participation rate | 17.1% | 81.0%-64.0pp | 75.3%-58.2pp | 70.6%-53.5pp |
| Annual return | 30.43% | 17.91%+12.5pp | 116.14%-85.7pp | 31.24%-0.8pp |
| Employer contribution / active EE | $0 | $3,367-100.0% | $3,171-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,232 | $5,386-77.1% | $5,016-75.4% | $4,647-73.5% |
| Admin fee / account holder | $8 | $219-96.3% | $11,033-99.9% | $430-98.1% |