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 41-0417830 | Contract Administrator | $8,865 |
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.
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 | $71,404 | $93,182-23.4% | $146,665-51.3% | $79,386-10.1% |
| Participation rate | 69.0% | 76.4%-7.4pp | 80.1%-11.0pp | 70.7%-1.7pp |
| Annual return | 11.48% | 21.61%-10.1pp | 22.74%-11.3pp | 116.85%-105.4pp |
| Employer contribution / active EE | $1,072 | $2,420-55.7% | $4,136-74.1% | $2,427-55.8% |
| Participant deferral / active EE | $3,609 | $4,169-13.4% | $5,506-34.5% | $4,046-10.8% |
| Admin fee / account holder | $65 | $585-88.9% | $10,280-99.4% | $626-89.7% |