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 | $9,019 |
Service code 49 · EIN 52-2114207 | Other Services | $4,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,763 | $69,362-36.9% | $101,248-56.8% | $73,488-40.4% |
| Participation rate | 45.1% | 68.4%-23.3pp | 75.8%-30.7pp | 70.7%-25.6pp |
| Annual return | 11.99% | 18.46%-6.5pp | 46.47%-34.5pp | 28.51%-16.5pp |
| Employer contribution / active EE | $630 | $2,628-76.0% | $3,660-82.8% | $2,270-72.2% |
| Participant deferral / active EE | $2,141 | $3,300-35.1% | $4,370-51.0% | $3,740-42.7% |
| Admin fee / account holder | $150 | $704-78.6% | $5,945-97.5% | $513-70.7% |