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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 35-1140070 | Contract Administrator | $6,248 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,422 | $77,660-75.0% | $109,143-82.2% | $79,386-75.5% |
| Participation rate | 44.1% | 67.8%-23.7pp | 75.9%-31.8pp | 70.7%-26.6pp |
| Annual return | 27.27% | 23.44%+3.8pp | 25.75%+1.5pp | 116.85%-89.6pp |
| Employer contribution / active EE | $1,708 | $2,797-38.9% | $3,722-54.1% | $2,427-29.6% |
| Participant deferral / active EE | $892 | $3,518-74.6% | $4,653-80.8% | $4,046-77.9% |
| Admin fee / account holder | $102 | $732-86.1% | $6,752-98.5% | $626-83.7% |