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 9-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 | $19,038 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,306 | $84,487-71.2% | $125,339-80.6% | $66,914-63.7% |
| Participation rate | 63.1% | 76.4%-13.3pp | 82.4%-19.3pp | 69.8%-6.7pp |
| Annual return | 26.71% | -8.39%+35.1pp | 572.05%-545.3pp | 1.58%+25.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,326 | $6,781+22.8% | $7,446+11.8% | $4,237+96.5% |
| Admin fee / account holder | $95 | $685-86.2% | $10,010-99.1% | $593-84.0% |