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 8-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 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $11,015 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,131 | $77,503-80.5% | $100,391-84.9% | $80,856-81.3% |
| Participation rate | 94.2% | 76.9%+17.2pp | 81.5%+12.7pp | 67.6%+26.5pp |
| Annual return | 14.34% | 37.20%-22.9pp | 49.20%-34.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,822 | $2,801+0.7% | $3,942-28.4% | $2,755+2.4% |
| Participant deferral / active EE | $7,755 | $6,820+13.7% | $8,082-4.0% | $4,296+80.5% |
| Admin fee / account holder | $51 | $5,897-99.1% | $7,899-99.4% | $6,918-99.3% |