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 | $18,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,489 | $91,407-3.2% | $135,903-34.9% | $71,457+23.8% |
| Participation rate | 66.7% | 75.7%-9.0pp | 81.9%-15.2pp | 67.9%-1.3pp |
| Annual return | 25.16% | 29.90%-4.7pp | 68.23%-43.1pp | 28.85%-3.7pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,826 | $7,092+52.6% | $7,758+39.5% | $4,289+152.4% |
| Admin fee / account holder | $130 | $1,266-89.7% | $10,762-98.8% | $1,587-91.8% |