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 | $3,729 |
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.
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 | $38,436 | $58,879-34.7% | $178,490-78.5% | $73,488-47.7% |
| Participation rate | 34.3% | 66.2%-31.9pp | 81.9%-47.6pp | 70.7%-36.4pp |
| Annual return | 13.85% | 24.86%-11.0pp | 151.07%-137.2pp | 28.51%-14.7pp |
| Employer contribution / active EE | $295 | $2,236-86.8% | $5,011-94.1% | $2,270-87.0% |
| Participant deferral / active EE | $1,049 | $2,567-59.1% | $5,202-79.8% | $3,740-71.9% |
| Admin fee / account holder | $59 | $400-85.2% | $13,984-99.6% | $513-88.5% |