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 | $27,458 |
Service code 27 · EIN 20-4942125 | Advisory (Plan) | $8,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $41,727 | $35,986+16.0% | $77,482-46.1% | $73,488-43.2% |
| Participation rate | 45.7% | 40.8%+4.8pp | 54.2%-8.5pp | 70.7%-25.0pp |
| Annual return | 9.28% | 19.26%-10.0pp | 54.79%-45.5pp | 28.51%-19.2pp |
| Employer contribution / active EE | $367 | $557-34.1% | $986-62.8% | $2,270-83.8% |
| Participant deferral / active EE | $1,018 | $1,198-15.0% | $1,861-45.3% | $3,740-72.8% |
| Admin fee / account holder | $339 | $466-27.2% | $2,858-88.1% | $513-33.9% |