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 | $3,969 |
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.
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 | $25,360 | $55,415-54.2% | $155,509-83.7% | $74,495-66.0% |
| Participation rate | 69.6% | 61.9%+7.7pp | 78.2%-8.6pp | 67.2%+2.4pp |
| Annual return | 12.15% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $35 | $2,267-98.4% | $4,672-99.2% | $2,623-98.6% |
| Participant deferral / active EE | $2,290 | $2,836-19.3% | $5,626-59.3% | $4,346-47.3% |
| Admin fee / account holder | $42 | $1,738-97.6% | $15,912-99.7% | $1,942-97.8% |