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 | $61,503 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $23,043 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,462 | $73,404-44.9% | $87,100-53.5% | $67,579-40.1% |
| Participation rate | 62.3% | 80.9%-18.6pp | 76.9%-14.6pp | 71.3%-9.0pp |
| Annual return | 18.12% | 48.29%-30.2pp | 28.19%-10.1pp | 378.56%-360.4pp |
| Employer contribution / active EE | $716 | $2,014-64.4% | $2,521-71.6% | $2,148-66.7% |
| Participant deferral / active EE | $2,479 | $3,913-36.6% | $4,049-38.8% | $3,539-30.0% |
| Admin fee / account holder | $208 | $142+46.7% | $7,497-97.2% | $142+46.0% |