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 |
|---|---|---|
Filed as: RETIREMENT PLAN ADMINISTRATORS Service code 13 · EIN 58-2365498 | Contract Administrator | $5,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,037 | $76,050-52.6% | $96,544-62.7% | $71,457-49.6% |
| Participation rate | 42.4% | 74.4%-32.0pp | 76.0%-33.6pp | 67.9%-25.5pp |
| Annual return | 42.37% | 22.81%+19.6pp | 25.84%+16.5pp | 28.85%+13.5pp |
| Employer contribution / active EE | $17 | $2,244-99.3% | $2,965-99.4% | $2,588-99.4% |
| Participant deferral / active EE | $4,580 | $4,215+8.7% | $4,851-5.6% | $4,289+6.8% |
| Admin fee / account holder | $414 | $2,707-84.7% | $8,252-95.0% | $1,587-73.9% |