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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.
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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 | $55,454 |
REHMANN ROBSON3 years Filed as: REHMANN GROUP Service code 27 · EIN 38-3567911 | Advisory (Plan) | $25,265 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,218 | $54,193-12.9% | $93,606-49.6% | $77,643-39.2% |
| Participation rate | 62.8% | 63.9%-1.2pp | 68.7%-6.0pp | 70.6%-7.8pp |
| Annual return | 7.60% | 30.54%-22.9pp | 133.20%-125.6pp | 31.24%-23.6pp |
| Employer contribution / active EE | $745 | $1,168-36.2% | $2,420-69.2% | $2,726-72.7% |
| Participant deferral / active EE | $2,715 | $3,144-13.6% | $4,411-38.5% | $4,647-41.6% |
| Admin fee / account holder | $249 | $576-56.8% | $8,285-97.0% | $430-42.2% |