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 41-0417830 | Contract Administrator | $890 |
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 | $23,835 | $76,000-68.6% | $154,107-84.5% | $64,186-62.9% |
| Participation rate | 44.9% | 70.4%-25.5pp | 83.0%-38.1pp | 69.6%-24.6pp |
| Annual return | -6.14% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $451 | $3,351-86.5% | $5,298-91.5% | $2,381-81.1% |
| Participant deferral / active EE | $1,446 | $3,175-54.5% | $5,081-71.5% | $3,470-58.3% |
| Admin fee / account holder | $12 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |