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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.
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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 | $5,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,833 | $73,004-35.8% | $90,749-48.4% | $68,494-31.6% |
| Participation rate | 52.9% | 70.8%-18.0pp | 75.7%-22.8pp | 67.9%-15.0pp |
| Annual return | -34.20% | -13.81%-20.4pp | -12.16%-22.0pp | -7.84%-26.4pp |
| Employer contribution / active EE | $539 | $2,193-75.4% | $2,921-81.5% | $2,596-79.2% |
| Participant deferral / active EE | $2,251 | $3,627-37.9% | $4,564-50.7% | $4,027-44.1% |
| Admin fee / account holder | $108 | $5,896-98.2% | $8,445-98.7% | $5,403-98.0% |