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 | $18,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,869 | $30,086-14.0% | $61,373-57.8% | $64,808-60.1% |
| Participation rate | 55.3% | 36.4%+18.9pp | 52.6%+2.7pp | 71.5%-16.2pp |
| Annual return | -19.58% | -13.99%-5.6pp | 338.61%-358.2pp | 32.82%-52.4pp |
| Employer contribution / active EE | $1,068 | $536+99.1% | $1,159-7.9% | $2,506-57.4% |
| Participant deferral / active EE | $1,445 | $1,126+28.4% | $2,125-32.0% | $4,310-66.5% |
| Admin fee / account holder | $70 | $148-53.1% | $2,130-96.7% | $188-63.0% |