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 | $3,395 |
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.
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 | $48,636 | $99,957-51.3% | $149,696-67.5% | $73,488-33.8% |
| Participation rate | 65.9% | 75.7%-9.8pp | 82.5%-16.6pp | 70.7%-4.8pp |
| Annual return | 40.73% | 53.87%-13.1pp | 276.60%-235.9pp | 28.51%+12.2pp |
| Employer contribution / active EE | $520 | $3,191-83.7% | $4,644-88.8% | $2,270-77.1% |
| Participant deferral / active EE | $7,728 | $6,073+27.3% | $6,842+13.0% | $3,740+106.7% |
| Admin fee / account holder | $20 | $551-96.3% | $9,309-99.8% | $513-96.1% |