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 | $16,156 |
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 | $55,042 | $60,124-8.5% | $90,404-39.1% | $79,858-31.1% |
| Participation rate | 55.3% | 65.0%-9.7pp | 72.7%-17.4pp | 69.6%-14.4pp |
| Annual return | 11.82% | 71.94%-60.1pp | 1293.02%-1281.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $224 | $2,068-89.2% | $3,262-93.1% | $2,471-90.9% |
| Participant deferral / active EE | $1,311 | $2,938-55.4% | $3,963-66.9% | $3,740-65.0% |
| Admin fee / account holder | $279 | $3,976-93.0% | $5,611-95.0% | $5,306-94.8% |