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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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| Provider | Service type | Compensation |
|---|---|---|
FACTS, INC.1 year Service code 13 · EIN 35-1278046 200 S. WASHINGTON ST, SUITE 310 · CRAWFORDSVILLE, IN 47966 | Contract Administrator | $8,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,272 | $80,753-69.9% | $136,294-82.2% | $62,292-61.0% |
| Participation rate | 43.4% | 73.5%-30.1pp | 81.9%-38.5pp | 69.5%-26.1pp |
| Annual return | 20.97% | 35.83%-14.9pp | 5155.94%-5135.0pp | 28.90%-7.9pp |
| Employer contribution / active EE | $958 | $2,884-66.8% | $4,695-79.6% | $2,042-53.1% |
| Participant deferral / active EE | $2,000 | $5,164-61.3% | $6,247-68.0% | $3,169-36.9% |
| Admin fee / account holder | $113 | $525-78.5% | $9,243-98.8% | $479-76.4% |