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 7-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 | $15,079 |
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,441 | $91,407-85.3% | $135,903-90.1% | $71,457-81.2% |
| Participation rate | 96.8% | 75.7%+21.2pp | 81.9%+14.9pp | 67.9%+28.9pp |
| Annual return | 20.34% | 29.90%-9.6pp | 68.23%-47.9pp | 28.85%-8.5pp |
| Employer contribution / active EE | $824 | $3,703-77.7% | $4,856-83.0% | $2,588-68.1% |
| Participant deferral / active EE | $3,736 | $7,092-47.3% | $7,758-51.8% | $4,289-12.9% |
| Admin fee / account holder | $114 | $1,266-91.0% | $10,762-98.9% | $1,587-92.8% |