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 | $10,201 |
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 | $111,692 | $91,372+22.2% | $129,995-14.1% | $74,419+50.1% |
| Participation rate | 68.7% | 77.8%-9.1pp | 78.5%-9.8pp | 70.7%-2.0pp |
| Annual return | 17.90% | 23.21%-5.3pp | -137.18%+155.1pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,425 | $2,563-44.4% | $4,320-67.0% | $2,637-46.0% |
| Participant deferral / active EE | $2,795 | $4,721-40.8% | $5,820-52.0% | $4,528-38.3% |
| Admin fee / account holder | $30 | $283-89.5% | $10,614-99.7% | $348-91.5% |