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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $9,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,730 | $45,031-40.6% | $84,966-68.5% | $77,643-65.6% |
| Participation rate | 38.8% | 48.7%-9.9pp | 67.5%-28.7pp | 70.6%-31.8pp |
| Annual return | 12.19% | 79.22%-67.0pp | 66.38%-54.2pp | 31.24%-19.0pp |
| Employer contribution / active EE | $813 | $1,609-49.5% | $2,727-70.2% | $2,726-70.2% |
| Participant deferral / active EE | $1,477 | $2,807-47.4% | $4,519-67.3% | $4,647-68.2% |
| Admin fee / account holder | $77 | $912-91.6% | $6,149-98.7% | $430-82.1% |