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 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $29,137 |
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 | $20,816 | $58,264-64.3% | $86,612-76.0% | $71,457-70.9% |
| Participation rate | 96.7% | 65.0%+31.7pp | 71.7%+25.0pp | 67.9%+28.8pp |
| Annual return | 20.38% | 21.63%-1.2pp | 591.07%-570.7pp | 28.85%-8.5pp |
| Employer contribution / active EE | $3,017 | $2,574+17.2% | $3,022-0.2% | $2,588+16.6% |
| Participant deferral / active EE | $5,476 | $3,436+59.4% | $4,438+23.4% | $4,289+27.7% |
| Admin fee / account holder | $72 | $1,057-93.2% | $5,614-98.7% | $1,587-95.4% |