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 42-0127290 | Contract Administrator | $1,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,444 | $31,388-89.0% | $73,545-95.3% | $62,292-94.5% |
| Participation rate | 49.6% | 39.9%+9.7pp | 54.9%-5.3pp | 69.5%-19.9pp |
| Annual return | 29.51% | 25.34%+4.2pp | -15.16%+44.7pp | 28.90%+0.6pp |
| Employer contribution / active EE | $199 | $498-60.1% | $1,219-83.7% | $2,042-90.3% |
| Participant deferral / active EE | $916 | $1,028-10.9% | $1,806-49.3% | $3,169-71.1% |
| Admin fee / account holder | $47 | $299-84.1% | $2,320-98.0% | $479-90.1% |